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Teri Parker, CFP®

Teri Parker, CFP®

Vice President,
Financial Advisor

  • Riverside, CA
  • Educated | The Help
  • Oprah Winfrey, Melinda Gates, and Warren Buffet
  • Quitters don’t win, and winners don’t quit.
  • Integrity, honesty, and kindness

Financial Advisors

Teri is an institutional advisor based out of Riverside, CA.

Teri joined CAPTRUST in 2014 as vice president, financial advisor, responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, corporate executives, and business owners. She is motivated by her loyal clients to exceed their expectations.

Prior to joining the firm, Teri served as managing director and partner at Beacon Pointe Wealth Advisors, and has been in the industry since 1990. When she is not in the office or with clients, Teri enjoys traveling, reading, and spending time with her family and friends.

Education

  • Bachelor of Arts degree in business with a concentration in marketing from California State University at San Bernardino

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Memberships

  • Board Member, United Way of the Inland Valleys
  • Executive Committee Member, ProVisors, Riverside
  • President, Estate Planning Council of Riverside County
  • Vice President, Riverside Community College Foundation

News & Resources

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