Teresa McAlpine, CDFA®
Wealth Advisor
CLICK HERE to schedule a meeting with Teresa
Teresa McAlpine, CDFA®, is a Wealth Advisor who helps clients navigate life’s financial transitions with clarity and confidence. She has extensive experience working with people in a life transition, whether that transition is a change of jobs, retirement, or those going through more challenging life transitions such as the loss of a spouse through death or divorce.
Teresa takes a relationship-driven approach to financial planning, believing that true financial confidence isn’t just about numbers—it’s about understanding, confidence, and control. She provides an individualized strategy to reflect what matters most to each client, ensuring they feel empowered to make informed choices about their financial future. She ensures every financial decision is structured, intentional, and aligned with her clients’ goals.
As a Certified Divorce Financial Analyst® (CDFA®), Teresa specializes in divorce settlements, asset division, and marital property planning, with specialized training in the financial complexities of divorce through the Institute for Divorce Financial Analysts (IDFA). She provides personalized, in-depth financial insights and strategies to work toward a confident financial future post-divorce. Her specialized understanding of marital property uniquely positions her to assist married couples in safeguarding their assets, not only in the context of divorce but also in the event of legal complications and instances of failing health, such as long-term care needs, and in dealing with the death of family and loved ones.
She works closely with legal and tax professionals to help clients make sound financial decisions, aiming to set them up for long-term success. By leveraging technology and combining modern financial strategies with a highly personalized approach, Teresa ensures her clients feel supported and confident, no matter where they are in their journey.
Teresa actively engages in professional study groups and leadership networks, prioritizing continuous learning and innovation in wealth management to improve her clients' experience. She believes in giving back and being an active part of her local community, serving on nonprofit boards and in volunteer leadership positions. She lives by the words of Audrey Hepburn: "As you grow older, you will discover that you have two hands, one for helping yourself, the other for helping others."
Specialties: Comprehensive Financial Planning, divorce financial planning, retirement strategies, estate planning, tax strategies, wealth protection strategies, and new investor education.
She holds both the Series 7 and Series 66 registrations through LPL Financial. She is an Investment Advisor Representative (IAR) in all 50 states. She is securities licensed in Wisconsin, Arizona, North Carolina and Texas and holds her life insurance license for the state of Wisconsin.
You can schedule a complimentary discussion regarding divorce and your finances at THIS LINK.
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Wisconsin Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.