Teryn A. Fitzgerald

CFP®, CTFA, ECA

There is no "one size fits all" life plan. It is important to design a plan that is custom to you and fits your goals, but also accepting of the challenges that may come your way. Ultimately, dealing with those challenges can be the most important part of your plan.

190 Buckley Drive Rockford, IL 61107
815.227.0300

Teryn is a member of Cents of Self, an initiative that inspires, informs, and empowers women to pursue their best financial futures. She has been involved in the financial services industry since 2009. Before transitioning to her current role, Teryn was a senior financial planner for Savant, where she worked with the Advisory Team to prepare client financial plans and develop tax strategies for clients. As a financial advisor, she takes pride in partnering with her clients to develop a financial plan that aligns with their individual goals.

Teryn earned a bachelor of science degree in business administration from Indiana University where she graduated with highest distinction. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Trust and Financial Advisor (CTFA), and an Equity Compensation Associate (ECA), conferred by the Certified Equity Professional Institute at Santa Clara University.

Teryn is a member of the Young Women’s Alliance, an organization that connects the next generation of women leaders with a focus on community outreach. She volunteers with Girls Empowerment Network, teaching young girls and women the skills to thrive and believe in their ability to succeed.

In her spare time, Teryn enjoys reading all genres of literature, walking her Pyrenees dog (or more accurately, her dog walking her), and crafting. With six sisters, you can find her spending most of her spare time with them. She loves to travel and is on a mission to do more of it! Her dream destination is Australia.


Education &
Designations

  • Indiana University
    Bachelor of Science in Business Administration with highest distinction
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Trust and Financial Advisor (CTFA)
  • Equity Compensation Associate (ECA)

 

Affiliations &
Community Service

  • Young Women’s Alliance – member
  • Girls Empowerment Network – volunteer

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.