Teri Rogowski

Teri has over 30 years experience in the financial industry. She spent most of her career working with individuals and families to help them prepare for and fund their financial goals. She earned the CFP® designation in 2004. She earned the Certified Senior Advisor designation in 2019. Teri was widowed at a young age with 4 small children. Entering the financial business, she recognized a need and became impassioned to educate and empower women. She believes that women deserve the knowledge and education to be financially fit at all ages. She has presented numerous classes and seminars over the last 20 years in the NC Triangle area. After retiring from a major financial firm, she launched a business to serve people that need or want someone to oversee the daily tasks of paying bills and keeping their financial lives organized. Her clients are often widowed, divorced or going through a physical challenge or illness. She is a member of American Association of Daily Money Managers and Financial Planning Association. Teri authored Peace of Mind for Money Matters in 2021. She is available to speak on financial topics such as fraud prevention.