Terri Spath CFA CFP
About
Terri Spath CFA CFP is from Los Angeles Metropolitan Area. Terri is currently Founder and Chief Investment Officer at Zuma Wealth, located in Malibu, California, United States.
Terri Spath CFA CFP's contact information is available for free on finalscout.com, a web-based professional networking database with more than 500 million business contacts and 200 million company profiles.
Terri Spath CFA CFP's current jobs
We founded Zuma Wealth after a quarter-century managing money at other firms and knowing that we can serve clients even better. Waves happen. We guide, grow and guard your wealth through calm waters and turbulent seas. You need to feel financially empowered. You may not know where to start making you feel overwhelmed, overlooked or underserved. We understand. You deserve holistic and comprehensive advice. I have personally managed managed billions of client assets through bull and bear markets. Make a decision today to work with Zuma Wealth and start feeling empowered in your financial life.