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Osni F
CFP®, Series 66
Hudson, WI
Eversource Wealth Advisors, LLC
Osni Ferreira Filho is a CFP® professional with seven years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2022. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc. Since 2019, he has worked as an independent insurance agent and, beginning in 2022, has provided consulting services on Faith-Based Investing, ESG, and Values-Based Investing through Wealthfluence. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, and sub-advisory support, employing multiple investment programs and combining firm model portfolios with third-party strategist models and values-based portfolios.
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