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Teresa Smith Email & Phone Number
CFP®, Financial Advisor, SME
at
Origin
1 work email found
@financialfinesse.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
CFP®, Financial Advisor, SME
Location
Kansas City, Kansas, United States
Company size
Who is Teresa Smith? Overview
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Quick answer
Teresa Smith is listed as CFP®, Financial Advisor, SME at Origin, a with 28 employees, based in Kansas City, Kansas, United States. AeroLeads shows a work email signal at financialfinesse.com and a matched LinkedIn profile for Teresa Smith.
Teresa Smith previously worked as CFP® and Financial Advisor at Origin and CFP® Content Developer & SME at Cerifi. Teresa Smith holds Bba, Accounting And Finance from Washburn University.
Company email context
Email format at Origin
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{first}.{last}@financialfinesse.com
86% confidence
AeroLeads found 1 current-domain work email signal for Teresa Smith. Compare company email patterns before reaching out.
Profile bio
About Teresa Smith
Experienced, quality-focused CFP® Professional and leader with 15+ years of building trusted, long-term relationships with individuals and businesses. Equally capable of leading, training and motivating teams or supporting top-performing advisors. Successful team manager in corporate and small firm settings. Respected for a career-long commitment to delivering superior service and meeting the highest ethical standards including CFP Board, SEC and FINRA requirements.
Listed skills include Financial Planning, Retirement, Retirement Planning, Insurance, and 4 others.
Current workplace
Teresa Smith's current company
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Origin
10 roles · 32 years
Teresa Smith work experience
A career timeline built from the work history available for this profile.
Cfp® And Financial Advisor
Cfp® Content Developer & Sme
CeriFi is the recognized market leader in financial services education and training offering superior training to support individuals, firms, and universities. I support the Dalton Education CFP® Education and Guaranteed-to-Pass Review Courses as an SME and content developer.
Cfp® And Personal Financial Coach
I assisted people from all walks of life to become financially secure and independent by providing unbiased financial education and coaching. I helped employees reduce their financial stress, better manage their benefits, and effectively reach their financial goals. As the premier provider of financial wellness services as an employee benefit, Financial Finesse serves over 600 corporate clients providing 2.4 million employees with access to our services. In addition to coaching, I was responsible for:• Researched, launched, and administered firm's LMS, designed knowledge assessments to identify training gaps, collaborated with SMEs to develop courses and test questions, and trained other instructors in using the LMS.• Maintained company benefits database for all clients which served as the primary resource for coaching interactions with employees.• Fact-checked and updated content for public website, Forbes column, and client-facing platforms.
Aug 2017 - May 2022
Financial Services Manager
Managed Financial Planning, Investment, Tax and Insurance Departments and supported President/CEO in policy and strategic development.
Jul 2016 - Apr 2017
Supervising Principal - Financial Planning - Osj
Developed new team and platform with a focus on transitioning and centralizing all financial planning supervision from field to home office. Reported to Chief Supervisory Officer and VP Internal Supervision RIA. Coordinated with principals to oversee 1,800 advisors nationwide per SEC, FINRA and CFP Board standards.
Sep 2012 - May 2016
Financial Consultant - Financial Advisors Division
Jan 2010 - Sep 2012
Sr. Financial Planning Specialist - Financial Advisors Division
Jul 2005 - Jan 2010
Financial Advisor
Multiple Financial Firms
- Cornerstone Financial Programs, Inc.- Prism Financial Group, LLC- New England FinancialCRD#: 3258016
1995 - 2005
~10 yrs
Team & coworkers
Colleagues at Origin
Other employees you can reach at cerifi.com. View company contacts for 28 employees →
JT
Jakari Tillman
Colleague at OriginDallas, Texas, United States
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TC
Tarran Carter
Colleague at OriginSuwanee, Georgia, United States
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RG
Rob Goodwin
Colleague at OriginWillamina, Oregon, United States
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MK
Mohan Katpelly
Colleague at OriginHyderabad, Telangana, India
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EM
Erin Matousek
Colleague at OriginGreenville-Spartanburg-Anderson, South Carolina Area, United States
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SS
Susan Stapp
Colleague at OriginRinggold, Georgia, United States
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JS
Jeff Steenbergen
Colleague at OriginGreater Seattle Area, United States
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CA
Cynthia Alderman
Colleague at OriginFort Worth, Texas, United States
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CG
Craig Gordon
Colleague at OriginTulsa, Oklahoma, United States
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CE
Christina Estrada
Colleague at OriginFullerton, California, United States
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Jakari Tillman
Colleague at OriginDallas, Texas, United States
View →
TC
Tarran Carter
Colleague at OriginSuwanee, Georgia, United States
View →
RG
Rob Goodwin
Colleague at OriginWillamina, Oregon, United States
View →
MK
Mohan Katpelly
Colleague at OriginHyderabad, Telangana, India
View →
EM
Erin Matousek
Colleague at OriginGreenville-Spartanburg-Anderson, South Carolina Area, United States
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SS
Susan Stapp
Colleague at OriginRinggold, Georgia, United States
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JS
Jeff Steenbergen
Colleague at OriginGreater Seattle Area, United States
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CA
Cynthia Alderman
Colleague at OriginFort Worth, Texas, United States
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CG
Craig Gordon
Colleague at OriginTulsa, Oklahoma, United States
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CE
Christina Estrada
Colleague at OriginFullerton, California, United States
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1 education record
Teresa Smith education
-
Washburn University
FAQ
Frequently asked questions about Teresa Smith
Quick answers generated from the profile data available on this page.
What company does Teresa Smith work for?
Teresa Smith works for Origin.
What is Teresa Smith's role at Origin?
Teresa Smith is listed as CFP®, Financial Advisor, SME at Origin.
What is Teresa Smith's email address?
AeroLeads has found 1 work email signal at @financialfinesse.com for Teresa Smith at Origin.
Where is Teresa Smith based?
Teresa Smith is based in Kansas City, Kansas, United States while working with Origin.
What companies has Teresa Smith worked for?
Teresa Smith has worked for Origin, Cerifi, Financial Finesse, Johnson Bixby Llc, and Waddell & Reed.
Who are Teresa Smith's colleagues at Origin?
Teresa Smith's colleagues at Origin include Jakari Tillman, Tarran Carter, Rob Goodwin, Mohan Katpelly, and Erin Matousek.
How can I contact Teresa Smith?
You can use AeroLeads to view verified contact signals for Teresa Smith at Origin, including work email, phone, and LinkedIn data when available.
What schools did Teresa Smith attend?
Teresa Smith holds Bba, Accounting And Finance from Washburn University.
What skills is Teresa Smith known for?
Teresa Smith is listed with skills including Financial Planning, Retirement, Retirement Planning, Insurance, Investments, Relationship Management, Wealth Management, and Pensions.
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