Teresa Lynn Zipf,
CPA, CFP®
President, Zipf Wealth Management
Financial Advisor, RJFS
Teresa L. Zipf is a Certified Financial Planner® professional with over 20 years of experience. While focusing her business on clients' individual financial objectives, Teresa believes that the most successful wealth management strategies look at the big picture. It is this comprehensive, strategy-focused approach, delivered with constant personal attention and a commitment to her clients' best interests, that sets Teresa apart.
Teresa is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Teresa works hard to enhance and preserve your investments while assisting you with your goals through long-term financial strategies using a variety of skills: comprehensive financial planning, portfolio management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans and more.
A native of New Jersey, Teresa graduated from Stockton University with a bachelor’s degree in accounting. She is a member of NJCPA Society. When not working, Teresa enjoys spending time with her family, practicing yoga, singing, reading and enjoying each day.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with any of the companies mentioned.
