Teresa Smith

Cfp® Content Developer & SME at CeriFi

Teresa Smith is currently a CFP® Content Developer & SME at CeriFi, where Teresa supports the CFP® Education and Guaranteed-to-Pass Review Courses. Previously, Teresa has worked as a CFP® & Financial Advisor at Origin, and as a CFP® and Personal Financial Coach at Financial Finesse. Teresa also has experience as a Financial Services Manager at Johnson Bixby LLC and as a Supervising Principal at Waddell & Reed. Teresa holds a BBA in Accounting and Finance from Washburn University.

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Timeline

  • Cfp® Content Developer & SME

    October, 2022 - present