Teresa Smith is a seasoned financial professional with extensive experience in financial planning, coaching, and education. Currently serving as a CFP® Content Developer and Subject Matter Expert at CeriFi since October 2022, Teresa supports the company's financial education offerings. Concurrently, Teresa provides personal financial coaching at Origin. Previous positions include roles as a CFP® and Personal Financial Coach at Financial Finesse, Financial Services Manager at Johnson Bixby LLC, and Supervising Principal at Waddell & Reed, where Teresa developed and centralized financial planning supervision practices. With a background spanning multiple financial firms and a BBA in Accounting and Finance from Washburn University, Teresa offers a wealth of knowledge in helping individuals achieve financial independence and security.
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