<p>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.</p>

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.

04: Terri Kallsen | Certified Financial Planner

<p>She Leads features authentic conversations with women leaders across industries—founders, executives, athletes, and change-makers. Hosted by Carly Malatskey, each episode dives into leadership, career growth, and the real challenges behind building influence and impact. Designed for listeners seeking inspiration, practical advice, and powerful stories from women shaping the future of business and beyond.</p>

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She Leads features authentic conversations with women leaders across industries—founders, executives, athletes, and change-makers. Hosted by Carly Malatskey, each episode dives into leadership, career growth, and the real challenges behind building influence and impact. Designed for listeners seeking inspiration, practical advice, and powerful stories from women shaping the future of business and beyond.

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04: Terri Kallsen | Certified Financial Planner

04: Terri Kallsen | Certified Financial Planner

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