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Terri Updegraff

The Vision

Terri Updegraff is a licensed investment advisor representative dedicated to helping individuals and couples thrive financially. Her vision is a world where she can assist her clients in finding financial peace throughout various phases of their lives. She is committed to contributing to this vision by working with people, especially women, to improve their financial well-being. 

Terri works with a team of savvy investment advisors who aspire to have clients’ best interest in mind. Her holistic approach starts with discovering what is most meaningful to her clients and creating a plan to get there. Whether it’s planning for retirement, saving for college, or fulfilling a personal dream, Terri’s goal is to help foster those dreams into becoming a reality.

Prior to finding her passion for helping others with their finances, Terri spent 12 years in leadership development. She also founded and ran a small business in Sonoma. Terri received her B.S. in Business Administration and Masters in Organizational Development. She is a trained coach in the co-active coaching method through the Co-Active Training Institute and has completed the Ramsey Financial Coach Master Training.

On the weekends, Terri is likely hiking in the hills, working on a home improvement project, or trying out a new recipe to be enjoyed with family and friends.

Office Phone: (707) 938 7414

Best part of the job:

Working with people, especially women, to improve their financial well-being

My Role

I help clients develop and implement strategies to achieve their financial goals.

Financial Planning

Whether it's saving for a kid's college, managing debt, mitigating taxes, or funding future expenses like real estate purchases or retirement, we work with you to create a custom plan designed to achieve your goals within your specific time frame.

Investment Management

Effective asset allocation acts as the cornerstone of a well-crafted investment strategy. As we develop your tailored portfolio, we invest in an asset mix that aligns with your risk tolerance, time horizon, and individual goals and values.

Risk Management

No financial plan is complete without safeguards in place. We work with you to design and implement a risk management strategy so that when disaster strikes, you have a cushion to mitigate financial loss.

Get In Touch with with Terri

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