Tessa Elrod is a Certified Financial Planner™. In 2009 she graduated from Texas Tech University with a Bachelor of Science degree in Personal Financial Planning.
Prior to joining Strategic Financial Advisors she worked five years for United Capital Private Wealth Counseling, a California based registered investment advisory firm. During her time with United Capital she served as an integral team member in the development of their Advice and Planning Group and then went on to work as a Client Relationship Manager in Bethesda, Maryland and Houston, Texas.
Tessa joined Strategic Financial Advisors in January of 2014. She has a passion for serving her clients financial planning and investment management needs through each stage of life. As a wife and mother of two young boys she recognizes the overwhelming need to serve the financial planning needs of the next generation. Tessa offers high level financial advice solutions to each generation with a specialization in working with families that have children with Special Needs and individuals post-divorce.
DESIGNATION, CERTIFICATIONS AND LICENSES
- Bachelor of Science in Personal Financial Planning from Texas Tech University
- CERTIFIED FINANCIAL PLANNERTM professional (CFP®)
- FINRA Series 7 (General Securities)
- FINRA Series 66 (Uniform Combined State Law Examination)
- Texas Life and Health Insurance License
- Licensed in Texas
- CRD Number 5608539
- CFP Number 153760
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, which it awards to individuals who successfully complete initial and ongoing certification requirements.