WHO WE ARE.
Terri Spath, CFA, CFP®
Terri Spath, CFA, CFP®
Terri Spath, CFA, CFP®
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 recession, and the longest bu
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 recession, and the longest bull market on record that ran from 2009 to 2020.
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 also spent a dozen years at Franklin Templeton as a portfolio manager and analyst. Terri launched her career with roles at one of the largest investment banks on Wall Street in New York and at Fidelity Investments in Boston.
Terri's real-world expertise is 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.
Kevin D. Steele, PhD
Terri Spath, CFA, CFP®
Terri Spath, CFA, CFP®
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.
Dr. Steele's investment success is long
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.
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.
where you have seen us recently
HIGHLIGHT: Terri Named Top 10 Inspiring Women
HIGHLIGHT: Terri Named Top 10 Inspiring Women
HIGHLIGHT: Terri Named Top 10 Inspiring Women
Terri's efforts to educate and assist women with their wealth earned her top accolades.
HIGHLIGHT: Business Insider Profile article
HIGHLIGHT: Terri Named Top 10 Inspiring Women
HIGHLIGHT: Terri Named Top 10 Inspiring Women
In a follow-up to the cover story Business Insider profiling Terri Spath, the esteemed financial publisher continues its coverage.
Investing Advice for Volatile Markets: Terri Spath, Zuma Wealth (businessinsider.com)
In-depth on Bloomberg TV - April 2025
HIGHLIGHT: Terri Named Top 10 Inspiring Women
Interview on investing in the world of high tariffs- April 2025
On the evening of April 22, 2025, just after Trump remarked that he had "no intention" of firing Jay Powell and Elon Musk said his time with DOGE would drop "significantly," Terri jumped on with Bloomberg TV's Paul Allen to give thoughts on that news, and outlook in general.
See the entire show here:
Interview on investing in the world of high tariffs- April 2025
Interview on investing in the world of high tariffs- April 2025
Interview on investing in the world of high tariffs- April 2025
Terri spoke with Claire Ballentine, a Bloomberg wealth reporter, about the latest tariff policy out of the Beltway and what that means for investors. Read the entire article here: https://www.bloomberg.com/news/articles/2025-04-05/trump-tariffs-investing-money-tips-should-i-buy-car-god-stocks-right-now?embedded-checkout=true
The Big Interview: Money Life - April 2025
Interview on investing in the world of high tariffs- April 2025
The Big Interview: Money Life - April 2025
Terri has had the chance to talk at length a number of times with the always engaging and insightful Chuck Jaffe. If you don't listen to his show, Money Life, start now. Here's our latest discussion on navigating the angst and uncertainty facing investors from my time on his segment, the Big Interview.
https://moneylifeshow.libsyn.com/zuma-wealths-spath-on-navigating-the-current-angst-and-uncertainty
Hard-hitting discussion - March 2025
Interview on investing in the world of high tariffs- April 2025
The Big Interview: Money Life - April 2025
Much of the financial media is bite-sized. Terri loves the opportunity to go more in-depth with the hard-hitting Haslinda Amin, as she did yesterday in this 15-minute live interview on Bloomberg TV, discussing the VIX, international stocks and gold, among other topics. Here it all here: https://www.bloomberg.com/news/videos/2025-03-19/insight-with-haslinda-amin-3-19-2025-video
Navigating Volatility - February 2025
On the 4th day of red on the screen, Terri went in-depth on tariffs, American exceptionalism, NVDA earnings, Japan and more with Bloomberg TV anchor Shery Ahn. Watch the entire interview here:
Creaks in the Market - January 2025 Bloomberg TV
Deepseek crashed the AI party in January, and Terri was called for insights on the stock sell-off, golden opportunities and valuation shifts.
21ST Annual Economics Forecast Dinner - 2025
21ST Annual Economics Forecast Dinner - 2025
Terri Spath is honored to serve on the CFA Los Angeles' biggest event of the year: the Annual Economics Forecast Dinner. The event brings hundreds of the brightest minds to downtown Los Angeles to hear panelists from the top investment firms. Proceeds are used to promote financial literacy in Los Angeles schools.
In-depth TV Interview - Dec 31 2024
In-depth TV Interview - Dec 31 2024
21ST Annual Economics Forecast Dinner - 2025
As we bid adieu to 2024 and look to 2025, Terri went in-depth with Singapore anchor Haslinda Amin on Bloomberg TV to talk about the Fed, trade, Trump, and why we think interest rates will be higher for longer, the case for including international stocks with US exposure next year. Watch it all here:
Adani Shares Tumble on Wilmar JV Exit | Insight with Haslinda Amin - 12/31/2024
where you have seen us recently
Post elections TV spot
CFA Los Angeles Wealth Management Excellence
October 2024 - We have to talk about China
It's a golden age for big tech; inflationary fears due to higher tariffs are overstated; the Santa Claus rally could be starting.
October 2024 - We have to talk about China
CFA Los Angeles Wealth Management Excellence
October 2024 - We have to talk about China
In this October 2024 TV discussion, Terri says we have to talk about China and she also highlights the key investment risks for the final weeks of 2024.
https://www.bloomberg.com/news/videos/2024-10-03/bloomberg-the-asia-trade-10-3-24-m1ssli8j
CFA Los Angeles Wealth Management Excellence
CFA Los Angeles Wealth Management Excellence
CFA Los Angeles Wealth Management Excellence
On October 1, 2024, Terri moderated a panel including Senator Jim Brulte, Ambassador John Emerson and Professor Geoffrey Cowan. The engaging discussion, hosted by the CFA Los Angeles, covered the impact of political outcomes on wealth management.
Talking international stocks and recession
Talking international stocks and recession
CFA Los Angeles Wealth Management Excellence
It's always upbeat and interesting to talk money with Chuck Jaffe.
July 2024 live TV interview
Talking international stocks and recession
The Next Fed Move, Earnings and More
In this live TV July 2024 interview, Terri highlights top views, such as the "trend is your friend," the value in high dividend/low PE energy stocks and the safety of short Treasury bonds.
The Next Fed Move, Earnings and More
Talking international stocks and recession
The Next Fed Move, Earnings and More
In this May 2024 TV appearance, I speak with Bloomberg anchors our views on the Fed's next move, earnings and how we are positioned in the current.
Terri's Market June 2024 podcast on Apple and Bloomberg
Terri's Market June 2024 podcast on Apple and Bloomberg
Terri's Market June 2024 podcast on Apple and Bloomberg
It's summer. Who has the desire to watch anything inside? Instead check out this podcast out on a walk -
https://www.bloomberg.com/news/audio/2024-06-27/bloomberg-daybreak-asia-the-yen-s-tumble-podcast
The Fed, earnings and elections will impact 2024.
Terri's Market June 2024 podcast on Apple and Bloomberg
Terri's Market June 2024 podcast on Apple and Bloomberg
Terri hops on Bloomberg TV to discuss 2024 and the possibility of messy, but productive, markets.
https://www.bloomberg.com/news/videos/2024-01-18/zuma-wealth-s-spath-on-markets-strategy-video
where you have seen us recently
October 2024 - We have to talk about China
In this October 2024 TV discussion, Terri says we have to talk about China and she also highlights the key investment risks for the final weeks of 2024.
https://www.bloomberg.com/news/videos/2024-10-03/bloomberg-the-asia-trade-10-3-24-m1ssli8j
Terri on Bloomberg TV - September Markets
Stocks and bonds continue to disturb investors. Terri sheds some light on what to do with anchors Shery Ahn and Haidi Stroud-Watts.
https://www.bloomberg.com/news/videos/2023-09-13/zuma-wealth-s-spath-on-us-markets-video
July 2024 live TV interview
The Next Fed Move, Earnings and More
In this live TV July 2024 interview, Terri highlights top views, such as the "trend is your friend," the value in high dividend/low PE energy stocks and the safety of short Treasury bonds.
The Next Fed Move, Earnings and More
Terri's Market June 2024 podcast on Apple and Bloomberg
The Next Fed Move, Earnings and More
In this May 2024 TV appearance, I speak with Bloomberg anchors our views on the Fed's next move, earnings and how we are positioned in the current.
Terri's Market June 2024 podcast on Apple and Bloomberg
Terri's Market June 2024 podcast on Apple and Bloomberg
Terri's Market June 2024 podcast on Apple and Bloomberg
It's summer. Who has the desire to watch anything inside? Instead check out this podcast out on a walk -
https://www.bloomberg.com/news/audio/2024-06-27/bloomberg-daybreak-asia-the-yen-s-tumble-podcast
The Fed, earnings and elections will impact 2024.
Terri's Market June 2024 podcast on Apple and Bloomberg
Terri's Market June 2024 podcast on Apple and Bloomberg
Terri hops on Bloomberg TV to discuss 2024 and the possibility of messy, but productive, markets.
https://www.bloomberg.com/news/videos/2024-01-18/zuma-wealth-s-spath-on-markets-strategy-video
Terri talks pre-Thanksgiving about the early start to a 2023 Santa Claus rally.
Terri talks pre-Thanksgiving about the early start to a 2023 Santa Claus rally.
Terri talks pre-Thanksgiving about the early start to a 2023 Santa Claus rally.
As the November stock market continues to move higher, Terri talks with the anchors of Bloomberg TV about how to position into the end of 2023.
https://www.bloomberg.com/news/videos/2023-11-23/zuma-wealth-s-spath-on-us-markets-video
other selected media highlights
Meb Faber's podcast
Bloomberg TV Regular Contributor
Bloomberg TV Regular Contributor
In-depth interview on The Meb Faber Show, home to the bestselling author, entrepreneur, and investment fund manager.
Bloomberg TV Regular Contributor
Bloomberg TV Regular Contributor
Bloomberg TV Regular Contributor
Catch the entire interview on Bloomberg TV here:
https://www.bloomberg.com/news/videos/2023-01-25/zuma-wealth-cio-spath-on-markets-video
CNBC Regular Contributor
Bloomberg TV Regular Contributor
Kiplinger, New York Times, Wall Street Journal....
Kiplinger, New York Times, Wall Street Journal....
Kiplinger, New York Times, Wall Street Journal....
Kiplinger, New York Times, Wall Street Journal....
Terri is a sought out expert and has been quoted in hundreds of articles in the financial press. https://www.kiplinger.com/investing/stocks/stocks-to-buy/601756/where-to-invest-in-2021
My Worst Investment Ever podcast interview
Kiplinger, New York Times, Wall Street Journal....
My Worst Investment Ever podcast interview
We enjoyed an entertaining, thoughtful and productive conversation with Andrew Stotz, host of the wildly popular podcast: My Worst Investment Ever.
CityWire cover article
Kiplinger, New York Times, Wall Street Journal....
My Worst Investment Ever podcast interview
Cover story in the magazine, Citywire - a media group covering the global asset management industry.
other selected media highlights
XYPN radio and podcast in-depth interview
Terri's experience at the marcus evans Summit
Terri's experience at the marcus evans Summit
We enjoyed an in-depth discussion of Terri's career in this podcast with the hosts at the widely admired industry powerhouse, XY Planning. https://www.xyplanningnetwork.com/podcast-blog/mastering-the-ria-transition-from-cio-to-successful-founder
Terri's experience at the marcus evans Summit
Terri's experience at the marcus evans Summit
Terri's experience at the marcus evans Summit
Catch the entire interview on Bloomberg TV here:
RIA Channel
Terri's experience at the marcus evans Summit
Kiplinger, New York Times, Wall Street Journal....
Interview at the industry's go-to RIA Channel.
https://www.riachannel.com/sierra-investment-managements-spath-on-preserving-wealth/
Kiplinger, New York Times, Wall Street Journal....
Kiplinger, New York Times, Wall Street Journal....
Kiplinger, New York Times, Wall Street Journal....
Terri is a sought out expert and has been quoted in hundreds of articles in the financial press. https://www.kiplinger.com/investing/stocks/stocks-to-buy/601756/where-to-invest-in-2021
My Worst Investment Ever podcast interview
Kiplinger, New York Times, Wall Street Journal....
My Worst Investment Ever podcast interview
We enjoyed an entertaining, thoughtful and productive conversation with Andrew Stotz, host of the wildly popular podcast: My Worst Investment Ever.
CityWire cover article
Kiplinger, New York Times, Wall Street Journal....
My Worst Investment Ever podcast interview
Cover story in the magazine, Citywire - a media group covering the global asset management industry.