Teresa Christensen is a CFP-designated registered investment advisor at Coats Financial Planning, based in Dunnellon, FL, with 15 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 171 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Coats Financial Planning does not manage investments based on a percentage of your portfolio. Instead, they work with clients under an ongoing retainer service arrangement. They assist clients with their investments through advisor relationships at Fidelity and TIAA.
Contact
Teresa Christensen
Location
Dunnellon, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Teresa Christensen owns Christensen Consulting, a sole proprietorship. She operates as a contractor for Coats Financial Planning under this business, working from home and visiting clients in Kentucky quarterly.
Employment History
Current Registrations
Coats Financial Planning
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Teri's personal experience with the value of Fee-Only financial planning after the birth of her first son encouraged her to follow her desire to serve others as a personal financial planner. She was pleased to be able to rejoin Coats Financial Planning as a Financial Planner after passing the Certified Financial Planner TM exam in July 2010.