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Teri Parker, CFP®Vice President, Financial Advisor

  • 3663 Main Street
    Suite C
    Riverside, CA 92501
  • 951.374.5500
  • LinkedIn

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. 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. 

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

  • Member of Estate Planning Group

Personal Profile

Hometown:
Riverside, CA
Favorite Book or Movie:
Gone with the Wind and The Help
Ideal Dinner Guest:
Warren Buffet, Oprah Winfrey, and Bill Gates
Words to Live By:
Quitters don't win, and winners don't quit.
Qualities I Admire in People:
Integrity, honesty, and compassion
Favorite Philanthropy:
Riverside Library Foundation