Theresa Conti, Qka, Apr, Erpa, Cpfa

Theresa Conti, Qka, Apr, Erpa, Cpfa Email and Phone Number

Retirement Industry Consultant, Author, Speaker/Coach for Women in Financial Services @ The Cerrado Group
Theresa Conti, Qka, Apr, Erpa, Cpfa's Location
Tempe, Arizona, United States, United States
About Theresa Conti, Qka, Apr, Erpa, Cpfa

I have been in the retirement plan industry since 1988 and have spent my career helping plan sponsors get the most out of their retirement plan. In 1998 I started Sunwest Pensions and managed and grew it until we were acquired in 2023 by July Business Services. I will continue consulting in the retirement services industry along with speaking and writing articles relating to our business. I also want to help other women succeed in the financial services industry so in 2023 I obtained both my life coaching and business coaching certificates. My biggest goal is to help women enter our industry, grow in our industry and have the opportunity to achieve the highest level in this male-dominated industry.I am currently on the board of WIPN (We Inspire. Promote. Network) working on research and National Programming. The research we do dives deep into ways to change our industry through pay equity and transparency, mentoring and sponsorship, and caregiving and mental health topics. I also give back to my community through my involvement in Junior Achievement and The Fountain Hills Community Foundation. My husband, Peter, and I also have a private foundation (The Peter and Theresa Conti Foundation) that supports our local school district as sponsors of the PTO, the Elementary School Library, the Salvation Army Christmas Angel Program and a scholarship program for graduating seniors.

Theresa Conti, Qka, Apr, Erpa, Cpfa's Current Company Details
The Cerrado Group

The Cerrado Group

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Retirement Industry Consultant, Author, Speaker/Coach for Women in Financial Services
Theresa Conti, Qka, Apr, Erpa, Cpfa Work Experience Details
  • The Cerrado Group
    Executive Director
    The Cerrado Group Nov 2024 - Present
    The Cerrado Group is a member only, 501(c)(6) Trade Association that was established to offer an entirely new approach to the highly specialized work of retirement plan design, reporting, compliance, administration, and industry education. This position works with governance, sponsors and recordkeepers, and the TPA firms to ensure thought leadership.
  • True Strategy Consultants
    Consultant, Coach
    True Strategy Consultants Jan 2024 - Present
    Arizona
  • July Business Services
    Senior Consultant
    July Business Services Jun 2023 - Present
  • 3(16) Retirement Solutions, Llc
    President
    3(16) Retirement Solutions, Llc Jun 2019 - Oct 2023
    3(16) Retirement Solutions was started as a division of Sunwest Pensions. We will provide 3(16) Fiduciary Services to retirement plan sponsors. For more information, visit www.316retirement.com.
  • Sunwest Pensions
    President
    Sunwest Pensions Jul 1998 - Oct 2023
  • The Cerrado Group
    Executive Committee Officer/Founding Member Firm
    The Cerrado Group Mar 2021 - Apr 2023
  • Universal Pensions
    Director Of Plan Administration
    Universal Pensions Dec 1994 - Jul 1998
  • Bisys Qualified Plan Services/Ascensus
    Manager, Conversions
    Bisys Qualified Plan Services/Ascensus Jan 1990 - Oct 1994
    Ambler, Pa
    Managed a team of conversion specialists.

Theresa Conti, Qka, Apr, Erpa, Cpfa Education Details

Frequently Asked Questions about Theresa Conti, Qka, Apr, Erpa, Cpfa

What company does Theresa Conti, Qka, Apr, Erpa, Cpfa work for?

Theresa Conti, Qka, Apr, Erpa, Cpfa works for The Cerrado Group

What is Theresa Conti, Qka, Apr, Erpa, Cpfa's role at the current company?

Theresa Conti, Qka, Apr, Erpa, Cpfa's current role is Retirement Industry Consultant, Author, Speaker/Coach for Women in Financial Services.

What schools did Theresa Conti, Qka, Apr, Erpa, Cpfa attend?

Theresa Conti, Qka, Apr, Erpa, Cpfa attended University Of Scranton.

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