Terri McGray, CFP®
President | Wealth Advisor
Since 1988, Terri McGray has been assisting individuals, business owners, and families with comprehensive wealth management. She has helped thousands of individuals and business owners enjoy a smooth transition into retirement. Her expertise includes holistic financial planning, asset management, and retirement planning.
Terri also specializes in helping employers: (1) manage company-sponsored retirement plans, (2) identify and select 401k plan design features, (3) manage ERISA compliance requirements, and (4) provide plan oversight assistance and utilization support. She and her team have developed a unique financial literacy program for employees designed to build retirement readiness within organizations through the Employee Retirement University (ERU). As an author of Retire Ready, the Right-Right Series, Terri has a passion for improving our national retirement health.
She earned her bachelor's degree from the University of Southern California, Northridge where she studied finance and political science. Terri is a Certified Financial Planner and Accredited Investment Fiduciary and has been a student of the capital markets for over 30 years. She grew up in Southern California. As a wife and mother, she is actively involved in her community. Terri has proudly been involved with several nonprofits including Big Brother/Big Sisters and Girl Scouts.