Teresa Coleman

Education

Teresa Coleman, CFP® is a graduate of UC Berkeley, and has worked in the financial services industry since 1989.

 

Experience

Teresa joined Charles Schwab in 2007 as a Relationship Manager to independent advisory firms like Creekside. She has a unique and thorough understanding of how independent advisory firms can best serve their clients.Prior to working at Schwab, Teresa was the Senior Client Services Manager at Fidelity Investments where she worked on the retirement plans for Microsoft and The Walt Disney Company.  As a Vice President and Senior Client Service Officer at Mellon Bank, her key clients were Hewlett Packard and Canadian National Railway. In her prior role at State Street Bank, she was Vice President and Unit Head in both the Trust and Recordkeeping divisions working on both Defined Contribution and Defined Benefit Plans.

 

Accomplishments and Membership

Teresa was awarded the Certified Financial Planner designation in 2009. She is a member of the Financial Planning Association and a past co-chair of a committee for the San Francisco Financial Women’s Association.