Rosemary Terpolilli has worked in the financial services industry for over 25 years with such companies as USAA, Edwards Jones and San Antonio Federal Credit Union. Her experience has spanned the banking, insurance and investment industries. She has held various positions such as financial adviser, marketing analyst, investment consultant and sales manager. She has conducted investment seminars, prepared marketing campaigns and helped to customize individual portfolios. Each role has been a mission to provide the best financial guidance and education to others in order to help them reach their goals.
Rosemary has been a freelance writer since 2009. She has written articles for various websites such as Investopedia.com, AXS.com and Examiner.com. Her expertise covers a variety of topics such as retirement planning, personal finance, debt management and college savings. In her various articles, she has helped to promote local business events and entrepreneurs by highlighting new products and job opportunities.
Her approach is to blend financial education with prudent decision making. For example, many young investors select conservative investments due to a lack of experience and proper guidance. Rosemary has helped them to look at the long-term horizon with the appropriate mix of investments. She likes to remind her clients to make their money work as hard as they do. Each person has their own unique financial goals that are intertwined with their life goals and it requires guidance and discipline to follow the best plan.
Rosemary holds a Bachelor of Science (Psychology) Degree from Wright State University. She also has the following financial designations from the American College of Financial Services: Chartered Financial Consultant® (ChFC), and Chartered Life Underwriter (CLU). She also obtained the designation of Chartered Retirement Planning Counselor (CRPC) from the Financial Industry Regulatory Authority (FINRA).
- Rosemary is a world traveler. She and her husband enjoy heading to the Caribbean Ocean or the Hawaiian Islands for scuba diving and beach trips. She has been a certified scuba diver for over 20 years and now at the level of Advanced Open Water diver. She and her husband enjoy keeping a coral reef aquarium tank in their home to remind them of the ocean life each day.
- Her time with children, granddaughter and family members are a special part of her life. Her Cairn terrier dog Rusty is also part of the family. She keeps a flexible travel schedule in order to arrange frequent visits with family and friends.
- She is a community volunteer and has worked for many organizations including one of her favorites called Junior Achievement. The non-profit organization has the mission to bring financial literacy to young students. The topic of learning basic money management is lacking in the public school curriculum and such an important life lesson for all.
- She also volunteers with her Neighborhood Outreach committee as a way to give back to her local area by assisting in community planning decisions.
You can reach Rosemary on her LinkedIn page.