Terri Spath, CFP®, CFA Zuma Wealth

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About Terri Spath, CFP®, CFA

Terri founded Zuma Wealth after a quarter-century managing money at other firms and believing that she can serve clients even better. She has managed billions of client assets through bull and bear markets.

A renowned expert, Terri is a regular guest on CNBC and Bloomberg, and a sought after industry speaker. She has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple.

Terri’s real world expertise is rooted in a suite of top financial credentials: the CFA charter, the CFP® certification, an MBA in Finance from Columbia University and an AB in Economics with Honors from the University of Michigan.

Terri started investing when her father introduced her to the concept of compound interest and she learned she could make money in her sleep.

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Ideal Clients

  • Wealth Management
  • Women in Transition
  • Women Professionals

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • Assets Under Management: 1.50%

SEC Records

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