My name is Teresa, and it is an honor to join the WealthPlan Advisors’ team. I believe in providing a holistic financial plan; a comprehensive strategy that captures my client’s values, relations, and goals. My passion for wealth management has developed through the relationships I build with my clients and working alongside them through each stage of life. I hold a master’s in business administration from Grand Canyon University, I’m a current candidate for a Certified Financial Planner certification, and I have completed several other financial licensures to help me provide the best service for my clients. I am a lifelong learner and pride myself on trust, integrity, and teamwork.

 

In my free time, you can find me outside in the sunshine. My favorite activities are sand volleyball and hiking with my dog Beau.

For more background, you can find me on LinkedIn: Teresa DiGregorio, MBA | LinkedIn