Terri Velgara ,CFP®

  • Terri Velgara ,CFP®

    Wealth Planner
    847-832-0088
    tvelgara@rrcapital.com

    Education

    BA, Economics, University of Illinois at Urbana-Champaign

    MBA, Finance, DePaul University

    Professional Certifications

    CERTIFIED FINANCIAL PLANNER

    Personal

    Enjoys outdoor adventures with her family and board game nights.

    Terri Velgara ,CFP®

    As a Wealth Planner, Terri Velgara coordinates with the Financial Advisors and high net worth clients to develop comprehensive financial plans and investment strategies. She is dedicated to assisting clients in achieving their personal and financial goals through cash flow and retirement planning, estate planning, education planning and charitable giving.

    Prior to joining Rappaport Reiches Capital Management in December 2018, Terri was an Account Manager at Geneva Advisors, LLC and then CIBC Private Wealth Management.

    Terri is a CERTIFIED FINANCIAL PLANNER™ and received a Certificate in Financial Planning from DePaul University. She is also Series 65 licensed.

    Terri lives in the Portage Park neighborhood in Chicago with her husband, two children, and their dog, Lucy.

Contact Details

Rappaport Reiches Capital Management, LLC
5202 Old Orchard Road, Suite 160
Skokie, IL 60077
Phone 847.832.0030
Fax 847.832.0033
Email Us