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- CFA, CFP®
- Business Development Specialist
Teresa has worked in the financial services industry for over 17 years. She started her career at Hambrecht and Quist, and has worked at Merrill Lynch and Harris Bretall Sullivan and Smith. Most recently, she was a Senior Business Consultant at EQIS Capital Management and was based in the Bay Area.
Teresa is a graduate of Santa Clara University and holds the FINRA Series 7, 66, the Chartered Financial Analyst designation, and is a CERTIFIED FINANCIAL PLANNERTM professional.
She was born in Mexico, and is a native Spanish speaker. In her free time, she enjoys cooking, reading, hiking, and playing chess with her sons and husband.
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