Your Personal Team
Terri Spath, CFA, CFP®
Terri Spath, CFA, CFP®
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.
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, and a sought after industry speaker. She was named a "Top 10 Inspiring Women of 2022" by Industry Era Magazine. Terri has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple.
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.
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Kevin D. Steele, PhD
Terri Spath, CFA, CFP®
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.
K
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.
Kevin'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.
Dr. Steele earned his PhD from Columbia University following undergraduate work at Pepperdine University. He stepped into senior roles at several of the top fitness club companies in the U.S. and excels creating connection between wealth and health.
Services Offered
Unique and customized for your personal circumstances, never a one-size-fits all.
All services are inclusive with no additional or hidden fees or charges.
Zuma Investment Strategies
We start with your goals and then show you how we can get there with customized investment solutions for you.
Terri Spath named "Top 10 Inspiring Women of 2022"
We are thrilled to share that Founder and Chief Investment Officer, Terri Spath, was named a Top 10 Inspiring Women of 2022 for her work with women and their wealth..