About Terry

I was born and raised in San Leandro Ca a suburb of Oakland in the Bay Area. I grew up playing many sports primarily softball and bowling competitively.

I graduated from my high school valedictorian. I went onto attend and graduate UC Berkeley with a BA in Human Biodynamics.

While trying to figure out the next step I took a job at a local manufacturing company that turned into a 24 year career.

Along the way I learned about my passion for personal finance and investing. I started back in 1997 buying stocks, investing in mutual funds and opening retirement accounts. I have been studying and researching finance for 23 years. Friends and colleagues come to me for money advice and I have coached many along the way. I hope to be able to help people and you to master your money.

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