Theresa Conti, Qka, Apr, Erpa, Cpfa Email and Phone Number
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.
The Cerrado Group
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Executive DirectorThe Cerrado Group Nov 2024 - PresentThe 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. -
Consultant, CoachTrue Strategy Consultants Jan 2024 - PresentArizona
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Senior ConsultantJuly Business Services Jun 2023 - Present -
President3(16) Retirement Solutions, Llc Jun 2019 - Oct 20233(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.
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PresidentSunwest Pensions Jul 1998 - Oct 2023 -
Executive Committee Officer/Founding Member FirmThe Cerrado Group Mar 2021 - Apr 2023 -
Director Of Plan AdministrationUniversal Pensions Dec 1994 - Jul 1998
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Manager, ConversionsBisys Qualified Plan Services/Ascensus Jan 1990 - Oct 1994Ambler, PaManaged a team of conversion specialists.
Theresa Conti, Qka, Apr, Erpa, Cpfa Education Details
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Public Administration
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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