Teresa Camacho
Financial Advisor
Designations & Licenses: AIF®
Teresa earned her Bachelor of Arts degree from the University of California, Santa Barbara. She is currently pursuing a Master of Business Administration, with a concentration in Finance, from Pepperdine University. Additionally, she is actively working toward attaining her CFP®.
Teresa provides several years of experience in the finance industry. Her most recent experience includes working as a Client Relationship Director at an independent broker-dealer firm. Teresa’s extensive experience in working with elite professionals allows her to service all clients with poise and professionalism.
Teresa holds the following license and certification:
- Series 65 (Uniform Investment Advisor Law Registration)
- AIF® (Accredited Investment Fiduciary®)
Teresa is passionate about helping clients meet their financial goals. She understands the importance of comprehensive wealth management and the value it brings to clients.
Born and raised in California, Teresa is happy to call Orange County home. She is involved in her community, through church, alumni groups, and professional organizations. In her free time, Teresa enjoys spending time with her daughter, Lilah, and enjoying the outdoors.