Rosemary Terpolilli


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.


Financial adviser,Investment consultant,Retirement planning,Debt management,College savings


  • Wright State University: Bachelor of Science, Psychology
  • American College of Financial Services: Chartered Financial Consultant®
  • American College of Financial Services: Chartered Life Underwriter

Certifications and Awards

  • Financial Industry Regulatory Authority: Chartered Retirement Planning Counselor

Finance Expertise

Rosemary 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 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.

Financial Writing

Rosemary has been a freelance writer since 2009. She has written articles for various websites such as, and Her expertise covers a variety of topics such as:

  • Retirement planning
  • Personal finance
  • Debt management
  • College savings

In her various articles, Rosemary has helped promote local business events and entrepreneurs by highlighting new products and job opportunities.

Financial Philosophy

Rosemary's 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 look at the long-term horizon with the appropriate mix of investments.

Rosemary 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.

Education and Financial Designations

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)
  • Chartered Life Underwriter (CLU)

Rosemary also obtained the designation of Chartered Retirement Planning Counselor (CRPC) from the Financial Industry Regulatory Authority (FINRA).

Connect With Rosemary Terpolilli

You can reach Rosemary via her LinkedIn page.