Terry Redman CPA, CFP®

Terry Redman CPA, CFP®

Plan Manager - Paraplanner Solutions

About me:

  • Terry’s financial services career began in 1988 where she served various roles in banking, accounting, and financial planning prior to joining LPL Financial in 2023.
  • Terry received her Bachelor of Arts in Economics from Tulane University and is a CFP® practitioner. She is also a Certified Public Accountant (CPA).
  • Terry is an LPL employee and is part of the Virtual Para-planning Services team, where she partners with advisors to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist clients in reaching their financial goalsLPL’s Paraplanning Solutions group is not affiliated with Cortburg Retirement Advisors. 

Certifications:

  • Certified Financial Planner®
  • Certified Public Accountant®