On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Terri Spath, Founder and Chief Investment Officer at Zuma Wealth.
Get in touch with Terri:
https://zumawealth.com
https://www.linkedin.com/in/terrispathcfp
Terri says...
"Feel overwhelmed, overlooked or underserved in your financial life? I understand. You deserve holistic and customized advice. It's why I have taken all my experience managing a lot of money (billions), for a lot of people (hundreds), for a long time (a quarter century) to create Zuma Wealth for you.
My goal is to teach you about money and investing. I was an underdog in this arena so I made sure to get the investment chops to help guide your wealth, grow your wealth and guide your future. The results are in: check out my commentary and insights on CNBC, Bloomberg, and Fox News or in the press including Barrons, Wall Street Journal, New York Times, Fortune, Forbes, Time, Money, Bloomberg and more. But it's not just talk: my experience includes managing public and private equity and debt at top-tier investment firms during the bull and bear markets of the past quarter century. Plus I've picked up the gold standard credentials: MBA in Finance from Columbia University, CFA Charterholder designation, CFP® (the tops for financial planning), and University of Michigan graduate (Go Blue!).
I put this all to work to educate and build your confidence when it comes to your total financial life. I will guide your wealth, grow your fortune and guard your future. I am humbled to share with you that I won Top 10 Inspiring Women of 2022 Award for my efforts with women and their wealth."
