Theresa FitzGibbon

As a Financial Wellbeing Advisor, Theresa provides clients with financial plans that are tailored to their unique circumstances. Each client's income, tax bracket, assets, employer benefits, religious preferences (including Halal and Jewish investing), behavioral attributes, and financial goals are taken into account when developing a personalized financial path forward. With an "education first" approach, Theresa empowers clients through financial education, giving them the knowledge and confidence to implement their financial plans, make adjustments as their circumstances change, and make informed financial decisions throughout their lives.Theresa has worked with thousands of clients on budgeting, debt management, investment allocation, tax planning, education funding, estate planning,