Terri Spath (CFA, CFP®)

Terri Spath focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Women and Wealth, Investment Management Solutions, Major life Transitions - Empathy, Strategies, Support and the Next Steps, Retirement Game Plans, Charitable Giving Programs Tax Strategies, Financial Planning, Investment Management, Cash Flow and Debt Management Scenarios, Education Planning, Legacy and Wealth Transfer

Additional Information

Terri founded Zuma Wealth after a quarter-century managing money at other firms and believing that she can serve clients even better. She has stewarded billions of dollars in client assets, gaining the perspective that comes with creating and protecting wealth in both bull and bear markets. Terri's top performance rankings span through the late 90s tech boom and bust, the 2007 recession and the longest bull market on record that ran from 2009 to 2020.

A renowned expert, Terri is a regular guest on CNBC and Bloomberg, and a sought after industry speaker. She has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple.

Terri's years of real world expertise are rooted in a suite of top financial credentials: the CFA charter, the CFP® certification, an MBA in Finance from Columbia University and an AB in Economics with Honors from the University of Michigan.

Terri started investing when her father introduced her to the concept of compound interest and she learned she could make money in her sleep.

NAPFA Start Date

May 10, 2021


This Office

PO Box 594 Malibu, CA 90265-0594 Phone: (310) 456-1302