Teri Glaspy
CEO | Wealth Manager
- Role
- Founder Wealth Manager at Nissi Wealth
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
About Teri Glaspy
I’m Teri Glaspy, Founder of Nissi Wealth — a faith-based financial advisory firm rooted…
Experience
Founder Wealth Manager
Jan 2016 — Present · CA
We are dedicated to providing holistic wealth planning that is specific to academia professionals, business owners, and high net worth families. Simply put, we strive to be our client’s trusted advisor providing unbiased opinions for your retirement, tax planning, and legacy needs.Securities and Investment Advisory Services are offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. For full disclosures, please visit
Education
California State University - East Bay
Bachelor of Science (B.S.)
1990 — 1992
Sierra College
Business/Managerial Economics
1987 — 1989
Skills
- Life & Health Insurance Licenses
- Personal Financial Planning
- High Net Worth Individuals
- Small Business Financial Management
- Wealth Accumulation
- Wealth Management
- Business Development
- Financial Services
- Investment Advisory
- Retirement Planning
- Women Owned Business
- Independent Financial Advice
- Estate Planning
- Disability Insurance
- Business Planning
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