Teresa has been a lifelong Upstate New York resident. She is a graduate of the Binghamton University School of Management and a brother in Delta Sigma Pi (a coed business fraternity). She is a CERTIFIED FINANCIAL PLANNER™ professional, as well as holding her Certification in Long-Term Care, CLTC.
Teresa has been a Financial Advisor with Planned Results, Inc. for more than twenty years. She prides herself in providing independent, personal, and caring financial advice; As well as helping her clients achieve their goals and dreams while navigating life’s challenges.
With Teresa’s dedication to client service, she has built a practice which has qualified her for the prestigious Leader’s Council* at Raymond James for several years now. In addition, Teresa was selected to attend the Barons Independent Women’s Advisory Summit in 2018. An honor which recognized the top women in the financial planning industry…quite a feat! Both of these recognitions reflect the success Teresa has garnered over her career.
Teresa is a Past President and member of the Estate Planning Council of Central New York. She has served on various other community boards in the past, including the Central New York Chapter of Alzheimer’s Association, The American Red Cross and the United Way investment committee. She also is an active member of the Financial Planning Association. Teresa’s financial expertise has been sought on multiple occasions while she has served as a guest on WCNY’s Financial Fitness program with J. Daniel Pluff.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.