Terry Parham Jr, CFP® ChFC® CLU® RICP® WMCP®

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Innovative Wealth Building Terry Parham Jr, CFP® ChFC® CLU® RICP® WMCP®
Los Angeles, CA

Serving Clients Nationwide

We empower you financially, so you can live your best life holistically!

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Areas of Focus

  • High Net Worth
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Social Security
  • Taxes

About Me

Terry Parham Jr. is a Financial Planner and one of the co-founders of Innovative Wealth Building (IWB).

Terry Parham has a Master of Science in Financial Planning and also a double major in Economics and Psychology. Terry also has a minor in Mathematics with a focus on Statistics.

Since entering the financial services industry in 2011, Terry has held positions as a: Financial Planner, Trainer, and District Manager. Terry has been fortunate enough receive awards such as: New Advisor of the Year, Top Financial Planning Advisor, Salesman of the Year, and Supervisor of the Year.

Throughout his career, Terry has committed to expanding his knowledge by completing the following professional designations: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Charted Life Underwriter (CLU), Retirement Income Certified Professional (RICP), and Wealth Management Certified Professional (WMCP).

When he isn’t working with clients or supporting IWB, Terry spends time mentoring other financial advisors and presenting financial content both virtually and in person. Terry lives in Los Angeles with his wife, Kennah, and their sons, Everett & Rhodes.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Retirement Income Certified Professional (RICP)
  • Wealth Management Certified Professional (WMCP)

Affiliations

  • Financial Planning Association

Primary Location

15250 Ventura Blvd, Suite 730​ Sherman Oaks, CA. 91403

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Group Classes
  • Webinars

Compensation Methods

  • Advice-Only
  • Fee Based
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Innovative Wealth, we're passionate about helping our clients achieve their definition of financial success. We have a diverse team with a wide variety of expertise. We approach each conversation with a listen-first mentality, and our most important goal is simple - help you reach your goals!

Our Mission: to Empower others to feel confident throughout all stages of their lives.

Education

The American College of Financial Services, Master of Science in Financial Planning, St. Lawrence University, Bachelor's Degree, Economics; Bachelor's Degree, Psychology; Academic Minor, Mathematics

Awards and Honors

  • Top Financial Planning Advisor
  • Supervisor of the Year
  • New Advisor of the Year

Hobbies and Interests

  • Basketball
  • Beach
  • Exercising
  • Family
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Military
  • Real Estate Investors
  • Young Families

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