“I enjoy helping clients make the connection between their personal values and their personal finances. It’s so exciting to help someone begin to utilize money & investing as a tool for reaching important life goals. Women in particular become much more valuable to their families and communities when they understand the power that being financially savvy brings.”
JOIN DATE: 2001
Whether coaching women on become financially independent, or helping couples coordinate their personal goals, Teresa believes that financial literacy is essential to helping people make sound decisions about their personal wealth. She also brings a clarifying process into play, guiding individuals and families through the financial aspects of their major life transitions. She especially enjoys introducing prospective clients to our services, and also serves as one of our regulatory compliance officers.
Teresa attended the “artist in residence” program at UC Davis and received a BFA in Theater Arts from Texas Christian University (TCU). She worked as a small business financial manager before attending the California Culinary Academy and opening her own restaurant in San Francisco's South-of-Market area. Teresa’s entrepreneurial experience continued into the internet venue where she helped launch gourmet food & cookware purveyor Tavolo.com. She is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
ON A PERSONAL NOTE: In addition to a continued love of gourmet cooking and baking, Teresa enjoys her vegetable garden, learning something new every day, and jogging with her retriever/chow, Honey. She is writing a book about women and money.
Are you a confident investor or is the process fraught with fear and uncertainty? A 2015 study by the American Psychology Association found almost three-quarters of Americans are experiencing financial stress — at least some of the time. One of the top sources of money-related stress was saving for retirement. On the surface, retirement planning […]
August 25, 2014 – Published in the North Bay Business Journal When making any major decision, it is important to know when to seek professional advice. With financial decisions in particular, an expert can be critical given the number of options available today. Here are a series of scenarios when it may make sense to get […]