Therese Govern (CFP®, CPA®, MBA)

Therese Govern focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Therese’s interest in retirement issues is anchored in her personal experience as the youngest of nine siblings, all born between the baby-boomer years of 1946 and 1961.

She and her siblings have been talking about investing and retirement for years, and she's been a very interested observer as they start or put off retiring. In her family, she's seen many third acts:

- The classic retirement of travel and leisure
- Retirement shaped by serious volunteer work
- Retirement delayed by market events
- A retirement of reinvention — into a second career
- Semi-retirement, started early with plans for working late into life
 
Seeing many retirements up close has given her a good understanding of the financial and non-financial issues associated with this major life transition.

Additional Information

 
Therese has been a fee-only planner since 2002. She worked at Cotton Financial Advisors as a staff planner, and then with trueNorth Financial Services as a principal, before launching her own firm in 2012. Prior to becoming a financial planner, she spent many years as a CPA working in private industry.

Since 2010, Therese has been an instructor at South Seattle Community College, teaching Retirement Planning to students preparing to sit for the CFP® Certification Examination. She is also a frequent speaker on retirement and financial literacy issues to professional and consumer groups.

NAPFA Start Date

March 23, 2006

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This Office

1700 7th Ave Ste 2100 Seattle, WA 98101-1360 Phone: (206) 357-8538 Fax: (206) 324-3238