Time To Level Up

With Personal Finance Expert, Terry Parham
CFP®, ChFC®, CLU®, MSFP, RICP®, WMCP®

Leading the Charge

Since 2011, Terry has empowered others to elevate their finances through financial education, retirement planning,and tax strategies. 

As Seen In...

Helping Others Succeed

Based in Los Angeles, Terry Parham is a renowned financial expert and speaker dedicated to transforming the way individuals and businesses approach financial planning. With a wealth of experience and a engaging speaking style, Terry captivates audiences, offering actionable insights and strategies for achieving financial success. His commitment to education and empowerment drives him to deliver presentations that not only inform but inspire positive change.

Organizations Served

My Mission

To provide the tools, insights, and strategies needed to help others take control of their situation so they can better pursue their most important goals. Whether you’re planning for retirement, navigating tax challenges, or something else, I'm here to help.

The Freedom Blueprint

In today’s financial landscape, rising costs of living, tax complexities, and the challenges of securing a comfortable retirement often leave individuals feeling overwhelmed and uncertain. This reactive mindset can derail long-term goals and delay progress toward financial independence. But what if you could take control and proactively design a strategy to achieve lasting financial freedom?

This is exactly what Terry Parham delivers through his expert guidance. His proven methods empower individuals, families, and organizations to gain clarity, optimize opportunities, and transform financial stress into financial success.

Outcomes of Partnering with Terry:

  • Financial Literacy
    Understand the core principles of financial planning and develop confidence in managing your financial future with clarity and purpose.
  • Retirement Planning
    Design and implement a strategic plan that ensures you’ll enjoy retirement on your terms, free from uncertainty or compromise.
  • Tax Strategies
    Navigate complex tax laws with ease, taking advantage of opportunities to reduce liabilities and increase your bottom line.
  • Foundational Knowledge
    Build and sustain a wealth mindset that prioritizes growth, resilience, and flexibility—no matter the economic climate.
  • Action Plan
    Move from wishful thinking to decisive action with personalized guidance and a clear roadmap to financial independence.

Ways I Can Help

Dynamic Financial Workshops

Dynamic Financial Workshops

Engage with interactive sessions that simplify complex financial concepts for diverse audiences.
Keynote Speaking Engagements

Keynote Speaking Engagements

Inspire your team with powerful talks on financial strategies and industry insights.

Seminars/ Training Sessions

Seminars/ Training Sessions

Customize seminars to address specific financial challenges and organizational goals.

Client Feedback



"Terry and Kennah Parham are very personable and professional Financial Advisors.  They are extensively qualified and certified family financial experts.  Their superb financial advice has improved our standard of living and enhanced our family's quality of life.  We view them as an extension of our military family. Over the last 10 years our family's net worth has grown four fold providing the requisite financial assets that allows us to sleep well at night.  I would like to thank them for their personal care and quality financial services by helping us to build, protect, and transfer generational wealth."
- Bill & Carolyn Martin

Insights, On-Demand

Signature Presenations

She's got their full attention

Love & Money

Crucial Conversations to Help you Achieve Finanial Harmony.

Hand, presentation and seminar or convention for business, team building and discussion of strategy. Person, professional and speaker in conference or workshop in boardroom with colleagues in event

Retiring Made Easy

An interactive sessions that helps particpants build a plan for a happy retierment.

Business owner giving presentation for new business plan

Investment Essentials

Being a dilligent saver IS NOT enough.  This session will teach essential lessons to help you become a great investor.

Keeping his audience engaged

Tax 101

The tax code is incredibly long and complex. This session will demystify important tax knowledge so you can gain the advantage.

Shot of a young businessman delivering a presentation during a conference

Social Security & Medicare

We guide individuals in understanding Social Security benefits. Our advice helps clients maximize their benefits and make informed decisions about retirement timing and claiming strategies.
Shot of a mature businesswoman delivering a presentation during a conference

Real Estate for Wealth Building

We guide you in using real estate as a tool to grow your wealth. Learn effective strategies and insights to make informed investment decisions in the property market.

Ready to Level Up?

Join Terry Parham for engaging sessions designed to enhance your financial acumen and inspire actionable strategies. Ideal for professionals seeking a cutting-edge advantage.