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Terri is a Certified Financial Planner who worked as a Financial Services Executive at Charles Schwab for 5 years. Learn from Terri about the importance of financial planning, goal-setting, and her experience as a female in finance.
By Carly Malatskey5
2323 ratings
Terri is a Certified Financial Planner who worked as a Financial Services Executive at Charles Schwab for 5 years. Learn from Terri about the importance of financial planning, goal-setting, and her experience as a female in finance.

11,593 Listeners