What do you enjoy most about wealth management?
I love giving people financial clarity and peace of mind.
What’s the biggest challenge?
Emotion and behavioral biases are embedded in every financial action we make or fail to take. The biggest challenge as an advisor is understanding clients on a deeper level and learning what will motivate them to overcome these biases.
What do you love most about being part of Aspiriant?
Everyone cares a lot — about clients, about fellow employees, about social causes outside of work. Kind people attract kind clients, and I love that.
What professional accomplishments are you most proud of?
I’m a pragmatist at heart, so it was scary to leave my comfort zone to make a mid-career switch and pursue my passion for personal finance. I hope my children will follow in my footsteps and pursue their passions as well.
What quality of yours makes you best suited to what you do?
I’m a really great listener.
How should people think about their wealth?
You’ve worked incredibly hard for your money and should be making your money work for you.
What do you love to do outside of work?
I love traveling, eating, boxing, cycling, hiking, gardening, and exploring the San Francisco Bay Area with my husband and two young children.
What would you be doing if you weren’t working for Aspiriant?
I would definitely be doing the same thing, just at another firm.
When I was a child, I had two dreams: to move to New York to work in finance and to be a teacher. I accomplished both, and believe teaching is one of the most critical parts of my job as a wealth advisor.
Education and accreditations:
- I hold a Bachelor’s in Business Administration with concentrations in Finance and Accounting from Emory University.
- I completed my financial planning credentials at the University of California-Berkeley in 2020 and earned the CFP®certification in 2021.
What was the most influential book you’ve read and why?
Eckhart Tolle’s “A New Earth.” I believe we are quite literally products of our own imaginations, and we are infinitely happier and more capable when we recognize the power of the stories we tell ourselves.
What personal accomplishments are you most proud of?
For me, it’s the little stuff that matters. I feel a sense of pride when others call me kind, authentic and supportive. Sometimes those are the hard things to be.
Teresa joined Aspiriant in 2019 after a 14-year career in corporate finance. She became a manager at the firm in 2021. Her areas of expertise include financial planning, developing equity compensation, education planning and retirement planning.
Teresa holds a Bachelor’s in Business Administration with concentrations in Finance and Accounting from Emory University. She completed her financial planning credentials at the University of California-Berkeley in 2020 and earned the CFP® certification in 2021.
In her free time, Teresa enjoys cooking, hiking, boxing, over-organizing her home in Alameda, Calif., crafting, gardening and chasing after her two young children. She enjoys volunteering to help new parents navigate financial planning topics. She has also been a long-time volunteer with Project Sunshine at UCSF Benioff Children’s Hospital – Oakland.