Your Personal Team

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THINK TANKER. MONEY MAKER.

Terri founded Zuma Wealth after a quarter-century managing money at other firms and believing that she can serve clients even better.   She has stewarded billions of dollars in client assets, gaining the perspective that comes with creating and protecting wealth in both bull and bear markets.  Terri's top performance rankings span 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 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.

 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.