Your Personal Team

Terri Spath, CFA, CFP®

THINK TANKER. MONEY MAKER.

Terri's tenure spans a quarter-century earning top performance marks stewarding billions of dollars at some of the largest investment shops, including Franklin Templeton Investments and Mercer Advisors. She brings the expertise that comes with managing money through the late 90s tech boom and bust, the 2007 reces

THINK TANKER. MONEY MAKER.

A renowned expert, Terri is a regular guest on CNBC and Bloomberg TV, and a sought after industry speaker. She was named a "Top 10 Inspiring Women of 2022" by Industry Era Magazine and was shortlisted by the Women in Asset Management awards in 2019. Terri has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple.

Prior to forming Zuma Wealth, Terri was a Chief Investment Officer at two large RIAs. She spent a dozen years at Franklin Templeton investing in stocks and high yield bonds. Terri launched her career on Wall Street at one of the largest investment banks followed by a terrific summer learning from the best at Fidelity Investments.

Terri's years of real world expertise are rooted in a suite of top financial credentials: the CFA charter, the CFP® certification, an MBA in Finance from Columbia University and an AB in Economics with Honors from the University of Michigan.

Terri started investing when her father introduced her to the concept of compound interest and she learned she could make money in her sleep.

Show Less

Kevin D. Steele, PhD

Terri Spath, CFA, CFP®

STRATEGIC ARCHITECT. CLIENT CONCIERGE.

Dr. Steele brings you a brilliant strategic mind to help you visualize your wealth goals and define the steps for reaching them. Kevin contributes to Zuma Wealth the belief that a holistic wealth management approach is the best one for your success. He delivers the white glove service you deserve.

STRATEGIC ARCHITECT. CLIENT CONCIERGE.

Dr. Steele's investment success is long and storied. For instance, he bought Nike stock in 1986, researching the idea after he completed the very first LA marathon and noticed hundreds of runners wearing a then-unheard brand of shoes with a "swoosh" logo. In true Warren Buffet style, Kevin bought what he understood - a massive trend to fitness and health. He still owns those Nike shares today.

Among his past experiences, Dr. Steele counts senior executive leadership positions at PTA Global, Life Time Fitness, 24 Hour Fitness and Bally Fitness. He is a sought out speaker and expert on the benefits of exercise and nutrition and excels at creating connection between wealth and health.

Dr. Steele earned his PhD from Columbia University following undergraduate work at Pepperdine University where he is an active alum mentoring students and leading a Board. He has competed in 4 Ironman Championship events, counts the first 10 Los Angeles marathons among his 25 marathon finishes, and placed 5th on a cycling team in the Race Across America contest.

Show Less

Advisory Board

Zuma Wealth’s Advisory Board cascades out of our beliefs that your boat and ours are lifted by the bigger tides that come from experience, knowledge, skills, and creativity of carefully-curated individuals who are not involved in the day-to-day operations or management. Specifically, this external perspective:

Enhances our ability to identify and effectively address the evolving needs and complexities of our clients and the tax and estate planners, accountants, advisors and more in our clients’ lives.
Strengthens our insights into the world by providing top-down strategic views and bottom-up tactical insights from outstanding thinkers with extensive, hands-on experience.
Strengthens our ability to manage every aspect of our business, from customer service to industry leading views, so we can provide the best advice possible for our clients.