Terri Mozaffarian, CPA, CFP®

With roughly 20 years in public accounting and the banking industry, Terri brings a wealth of financial experience to the firm. Her extensive CPA knowledge is a valuable asset when building financial and investment plans for our Soundmark clients.

With client relationships at the forefront of her priorities, Terri focuses on creating and maintaining long-lasting connections while helping clients achieve their financial goals.

During her free time, Terri enjoys reading, writing, traveling abroad, and visiting her niece and family.