About
Joseph P. Ferrin - CRPC®
Joseph and his wife Catherine have lived in Bend for over 35 years. Joe has been serving families and small businesses in Central Oregon as an Investment Advisor Representative for 31 years, the last 28 of those years with LPL Financial.
“In my opinion, I think this industry in some aspects has devolved into a maze of complexities and confusion, partly in order to justify high fees. I am a simple man and I like simple understandable explanations as to how things work and what they cost. Families and small businesses that come to see me are usually looking for that very same thing. Only from there can our clients make truly sound decisions about their future and I believe it requires experience to truly teach and guide individuals through the very important principles of investments and planning. My assistant, Laura has been with me in Central Oregon for nearly two decades she helps a great deal in executing our clients plans.
Joe and Cathy have made their home in Bend. Their daughter Elli was elite swimmer who qualified for the 2016 Olympic Trials in the 200 backstroke. She swam on a D1 athletic scholarship for The San Diego State Aztecs having been a part of the All-time, Mountain West record setting 200 and 400 medley relay teams helping to win the 2018\2019 and the 2019/2020 Mountain West Championships. Now that Elli has graduated college, much of the Ferrin’s free time is spent rediscovering the beautiful Central Oregon community and landscape.
Joseph has obtained the marks of Chartered Retirement Planning Counselor or CRPC® which required passing a comprehensive exam and ongoing continuing education. Joe Cathy and Elli love Bend, the people of the community and the relationships they have built together as a family.
Laura Ross - Executive Assistant
Laura Ross is the “Client Services Specialist” for Joseph Ferrin, as well as an Executive Assistant. Laura has been working here since 2007.
She enjoys the interaction with clients and the style in which Joe runs his business as well as the care he gives to each person, client or not.
“Joe is an excellent teacher; he has a great ability to talk with you, not over you. Joe tailors to each person’s individual needs, because no one’s situation or story is the same. I believe that is one of the largest reasons this separates him from most of the advisors in this industry, especially in this current day and time. I feel Blessed to be a part of his team. I find the financial industry fascinating and I am constantly amazed at the financial opportunities most people are unaware of”.
Laura attended college at the University Of Arkansas where she received a Bachelor’s Degree in marketing and business. She has an extensive resume, which includes hotel management.
Laura is a native to Seattle Washington. She and her husband Ian, son Riley have lived in Bend since 2000 and love all of the activities and beauty it holds. Laura’s priorities in life are; Faith, Family, and Friends in that order.