Teri Glaspy
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Teri Glaspy Email & Phone Number

Holistic wealth planning that is specific to academia professionals, business owners, and high net worth families. at Nissi Wealth Group
Location: Greater Sacramento, United States 2 work roles 2 schools
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Current company
Role
Holistic wealth planning that is specific to academia professionals, business owners, and high net worth families.
Location
Greater Sacramento, United States

Who is Teri Glaspy? Overview

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Quick answer

Teri Glaspy is listed as Holistic wealth planning that is specific to academia professionals, business owners, and high net worth families. at Nissi Wealth Group, based in Greater Sacramento, United States. AeroLeads shows a matched LinkedIn profile for Teri Glaspy.

Teri Glaspy previously worked as Founder / Wealth Manager at Nissi Wealth Group and Financial Advisor / Owner at Banner Financial & Accounting Group Inc. Teri Glaspy holds Bachelor Of Science (B.S.), Finance from California State University - East Bay.

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Nissi Wealth Group

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Profile bio

About Teri Glaspy

Service Above Self is more than just a motto; it’s a lifestyle! As a founder and CEO of Nissi Wealth, this belief is the driving passion Teri embodies as she assists women and their families, individuals, and business owners to develop a plan and work towards their financial goals.Whether it be wealth accumulation, retirement and income planning, or legacy planning Teri’s passion and deep understanding to protect loved ones now and in the future drives her to help clients navigate the different stages of life with financial confidence. As a 20+ year business professional, Teri’s work experience includes ownership of several businesses in the industries of construction, hospitality, private education, and financial/accounting services. This personal and professional experience constructs a diversified, but solid, foundation from which she draws when managing clients’ assets and preparing holistic financial & estate plans.Teri is a strong communicator and educator believing that her mission is not selling a product or service, rather educating clients so they become accountable for their financial future, feel empowered in their decisions, and become stronger, more successful for it. Exemplifying a strong conviction of faith and integrity has assisted her in becoming a trusted advisor and friend to many who value her unwavering commitment to her community.

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Nissi Wealth Group
Nissi Wealth Group
Holistic wealth planning that is specific to academia professionals, business owners, and high net worth families.
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2 roles

Teri Glaspy work experience

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Founder / Wealth Manager

Current

Roseville, Ca

We are dedicated to providing holistic wealth planning that is specific to academia professionals, business owners, and high net worth families. Simply put, we strive to be our client’s trusted advisor providing unbiased opinions for your retirement, tax planning, and legacy needs.

Jan 2016 - Present

Financial Advisor / Owner

Banner Financial & Accounting Group Inc

Albuquerque, Nm

We are a full service wealth management firm servicing the Albuquerque, NM area (and surrounding states), specializing in wealth management for high net worth clients: individuals and small business owners. Our clients are the center focus of our business decisions. We strive to provide excellent service on a personal and professional level to create the financial freedom and independence every client desires.

Jan 2011 - Dec 2015
2 education records

Teri Glaspy education

FAQ

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What company does Teri Glaspy work for?

Teri Glaspy works for Nissi Wealth Group.

What is Teri Glaspy's role at Nissi Wealth Group?

Teri Glaspy is listed as Holistic wealth planning that is specific to academia professionals, business owners, and high net worth families. at Nissi Wealth Group.

Where is Teri Glaspy based?

Teri Glaspy is based in Greater Sacramento, United States while working with Nissi Wealth Group.

What companies has Teri Glaspy worked for?

Teri Glaspy has worked for Nissi Wealth Group and Banner Financial & Accounting Group Inc.

How can I contact Teri Glaspy?

You can use AeroLeads to view verified contact signals for Teri Glaspy at Nissi Wealth Group, including work email, phone, and LinkedIn data when available.

What schools did Teri Glaspy attend?

Teri Glaspy holds Bachelor Of Science (B.S.), Finance from California State University - East Bay.

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