Teresa Barrow

Financial Strategist

Teresa Barrow

Teresa’s career in financial services began in 2013 as a Tax Professional with H&R Block, later expanding her expertise as a Licensed Insurance Agent in 2016. She became a Certified Financial Education Instructor (CFEI) and a facilitator for FFS's Life Insurance Savings Account (LiSA), where she focuses on empowering communities with financial literacy to transform behaviors, habits, and emotions around money.

Recognizing that financial education is the key to economic independence, Teresa embarked on her path to becoming a Certified Financial Planner (CFP).

With a deep commitment to mentoring and education, Teresa helps individuals achieve financial security through tax planning and retirement strategies. As a trusted financial strategist, she is known for leveraging modern life insurance solutions to diversify portfolios and optimize tax strategies, revealing "The Real Secrets of Money."

Teresa Barrow

Financial Strategist

About

Teresa Barrow

Education

Certified 403b/457b Specialist, National Life Group
Certified Financial Education Instructor, National Financial Educator Council
DoD Financial Management, Level 3 Certification
Ed Slott’s Advisor IRA 
Licensed, Life, Annuity and Health Agent, MD Insurance Administration
Tax Specialist, MD Board of Individual Tax Preparers

Join Our Mailing List

© 2024 Health and Wealth Expo: Live Summit | support@dljamesconsulting.com | 484-613-2585