Teri Zapatka joined the Freedom Planning & Wealth Advisors Team in 2021. She is the Practice Manager and Assistant to Kim Thomas, helping her with client communications, running analyses, and preparing paperwork. She has been in the financial industry since 2001.
Teri is an integral part of Kim’s team and helps tremendously with keeping her area of expertise in the practice running smoothly.
Teri was born and raised in Orange County and currently lives in Yorba Linda with her husband of since 2001. She has 2 adult daughters and her adorable little Yorkie. Teri loves to spend her free time with family and friends, cruising the seas, hiking, and laying by the pool reading her favorite books.
Teri is Life and Health Licensed in California.