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Our financial advice team


Terry Sherrill

Terry Sherrill

CFP®, CFS®, ChFC®, APMA®

Private Wealth Advisor

WGG Wealth Partners
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Plan Distribution

Interests

  • I enjoy trail riding and horse camping with my wife Wendy and friends.
  • I grow my own wine grapes and make homemade wine
  • I am a 2nd degree black belt in Taekwondo and compete across the country where I am a World Champion in Gumdo Sword.

Awards & recognition

  • Five Star Wealth Manager, 2020

Qualifications

  • Financial Advisor for Stephen Westlake, Colin Grahl, and Bret Glover
  • Certified Financial Planner, CFP
  • Certified Funds Specialist, CFS
  • Bachelor of Science, Aerospace Engineering
  • 10+ Years of Financial Service Industry Experience
  • Performance Investment Selection and Due Dillegence
  • FINRA Series 7, Series 63, Series 65, Series 66

Education

  • University of Arizona BS, Aerospace Engineering, 1988

Professional associations

  • Financial Planning Association of Northern California

Community participation

  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive