Our People:

TERESA JENSEN WHITE

EDUCATION:

Private parochial schools through first year of college; major - Psychology. 

CERTIFIED FINANCIAL PLANNER CFP® certification from the College for Financial Planning in Denver, Colorado - 1984.


CERTIFICATIONS, REGISTRATIONS AND LICENSES:

CERTIFIED FINANCIAL PLANNER™  - College for Financial Planning

Money Managers, Inc., Registered Investment Adviser with the Securites and Exchanges Commission. 

 

 

1984-Present Investment Adviser Representative

Securities - Series 7 FINRA (f/k/a NASD)-- General Securities

  • Series 63 (Texas Securities Commission regulations)
  • Series 24 Registered Securities Principal
  • Series 65 Investment Adviser

2008 - Present--Division Manager with NEXT Financial Group, Inc, a registered securities broker/dealer

  • Member FINRA, SIPC

2001 - 2008--OSJ Manager with Mutual Service Corporation, a registered securities broker/dealer;

  • Member FINRA, SIPC

1995 - 2001--OSJ Manager with SunAmerica Securities, Inc,. a registered securities broker/dealer;

  • Member NASD, SIPC
  • Insurance  - Group I Life and Health
  • Variable Life and Annuities


AWARDS:

  • San Antonio Business Journal's List of "25 Largest Financial Planning and Advisory Firms" 2010
  • NRCC/BAC's "Businesswoman of the Year" for Texas in 2003 and 2004
  • Listed in "Who's Who in Finance and Industry", "Who's Who In America", "Who's Who In Emerging Leaders", "Who's Who In American Women", "Who's Who in the World", "Who's Who in the United States and the Worl" , 1988-2010


PROFESSIONAL MEMBERSHIPS:


American Solutions--Jobs and Prosperity Task Force, Washington D.C.

2010-Present

FINRA (formerly known as NASD) Regulation, Inc.-Industry Arbitrator

1999-2007

National Republican Congressional Committee (NRCC), Business Advisory Council (BAC)

2003-2006

SunAmerica Securities, Inc. -appointment to National Education Committee 

1999-2001

Institute of Certified Financial Planners (ICFP)- State Chairman of the Government Affairs Committee 

1990-1994

Central Texas Society of ICFP --Vice President

Board of Directors Chairperson

President

Vice President

1989-91

1988-89

1987-88

1986-87


CFP® Board of Standards, International Board of Certified Financial Planners (IBCFP), CFP® Registry of Financial Planning Practitioners, Financial Planning Association (FPA), Estate Planners Council, San Antonio Chamber of Commerce, Bexar County Republican Women's Club, Central Texas Better Business Bureau

COMMUNITY WORK:

  • Public Speaking - Seminars, workshops, radio and television programs, civic/professional/church groups
  • Interviewed and quoted in newspapers and magazines, radio and television and electronic media
  • Expert witness in Investment Adviser Compliance and Financial Planning Practice Standards for the legal community
  • College for Financial Planning - Adjunct Faculty - 1985- to 1992
  • St. Mary's University - Instructor in Financial Planning/ CFP Course/ Continuing Education Department - 1985 to 1988
  • Big Sister with Big Brothers and Sisters - Alamo Area - Former Board Member
  • Volunteer with San Antonio Greater Chamber of Commerce


EMPLOYMENT:

CEO, CCO of Money Managers, Inc., a full service, independent fee based wealth management firm offering services in comprehensive financial planning for families and businesses, tax analysis and consulting, investment planning and management, insurance analysis and consulting, estate planning, charitable giving planning, retirement plans and analysis, employee benefit planning, and education planning .  Practice Specialty is designing secure retirement strategies & transferring intergenerational wealth.  1981- Present

1973-1980 Self employed marketing consultant serving Realty World, UACC Cable TV, International Fitness Centers, political candidates, insurance agencies and others/ Insurance sales agent and statewide manager, qualifier for the Million Dollar Round Table and Financial Planner/Union Organizer, employee benefits planner and negotiator for National Maritime Union/Elementary physical education teacher and gymnastic Instructor.  1968-1973 Employee and Officer of family owned business 


Money Managers Inc is a BBB Accredited Business. Click for the BBB Business Review of this Financing Consultants in San Antonio TX

Investment advisory/Financial planning services offered through Money Managers, Inc. a Registered Investment Advisory firm registered with the State of Texas.  Securities are offered through NEXT Financial Group, Inc., Member FINRA/SIPC.    TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC is the custodian of Fee Based Accounts.  None of the named entities are affiliated.

7800 IH 10 West, Ste. 636 | Phone: 210.349.9494
Money Managers Inc. is not an affiliate of NEXT Financial Group, Inc

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