Phishing, pharming, pretexting, smishing – these are words that weren’t even in our vocabulary 10 years ago. These new words have been developed to describe different forms or methods of common financial scams. With financial scams being called the “crimeREAD MORE
Author: Teresa Kakadelas
Teresa Kakadelas, CFP®, CDFA™ is a lead advisor and a member of the firm’s Executive Committee. Teresa heads up the firm’s Financial Planning Team, continually identifying and helping solve financial planning issues for clients. Teresa started the firm’s “Wise Women” luncheons, designed to help clients with financial education. Teresa and her family live in Carlsbad. She enjoys traveling, cooking and spending time with her family.