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. 


  • Certified Financial Planner®
  • Certified Public Accountant®