Teri Rogowski, CFP®



Teri has 25+ years in the financial industry with the professional designation of Certified Financial Planner™ She held the position of Financial Consultant at Charles Schwab & Co. from1992 to 2017 where she provided financial planning and investment guidance to individuals and families.

Teri has followed her passion to educate and empower women in the area of financial literacy by hosting workshops and teaching classes in the Chapel Hill/Durham area over the last 20 years.

Providing Daily Money Management is a natural evolution in her career.  She is dedicated and enthusiastic to provide personal financial guidance and organization to clients.