Teresa  Velgara,  CFP<sup>&reg;</sup> - Financial Advisor

Teresa Velgara, CFP®

Wealth Planner

Rappaport Reiches Capital Management, 5202 Old Orchard Road
Skokie, IL 60077
FINANCIAL ADVISOR'S WEBSITE
(847) 832-0088 CONNECT WITH Teresa
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General

Teresa Velgara is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Skokie, IL and the surrounding communities.

Financial Advisor Overview

As a Wealth Planner, I coordinate with the Financial Advisors and high net worth clients to develop comprehensive financial plans and investment strategies. I am dedicated to assisting clients in achieving their personal and financial goals through cash flow and retirement planning, estate planning, education planning and charitable giving.

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Financial Advisor Experience

Prior to joining Rappaport Reiches Capital Management in December 2018, I assisted high net worth clients as an Account Manager at Geneva Advisors, LLC and then CIBC Private Wealth Management.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Life Planning, Starting a Family, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources