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.
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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
Keynote Speaking Engagements
Inspire your team with powerful talks on financial strategies and industry insights.
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
Love & Money
Crucial Conversations to Help you Achieve Finanial Harmony.
Retiring Made Easy
An interactive sessions that helps particpants build a plan for a happy retierment.
Investment Essentials
Being a dilligent saver IS NOT enough. This session will teach essential lessons to help you become a great investor.
Tax 101
The tax code is incredibly long and complex. This session will demystify important tax knowledge so you can gain the advantage.
Social Security & Medicare
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.