Terry founded the WPO in the bay area in 1999.
The nonprofit membership organization has thirty-one chapters located throughout the U.S. and ten chapters in the Bay Area. Today, WPO member businesses are a powerful force with an average of 49 employees, $6 million in annual revenues and 10.5 years in business.
Financial Planning Association of San Francisco
The San Francisco Chapter of the Financial Planning Association is a dynamic community of nearly 500 financial professionals that come together to learn, share resources and to promote financial planning throughout the San Francisco Bay Area.