Your Personal Team

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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 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.

 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.

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.