Theresa Houle is a wealth advisor for The Warter Group with over eight years of experience in the financial industry. She began her career working in her father’s financial planning business as his successor, quickly establishing herself as a dedicated and results-driven professional. Theresa earned her Bachelor's degree from California State University San Marcos and was a collegiate athlete playing softball for the university.
In addition to being an Accredited Investment Fiduciary (AIF®), Theresa also holds SIE, Series 6, 63, 65, and 7 licenses through LPL Financial, as well as licenses in Accident Insurance and Health and Life Insurance. She takes a holistic approach to financial planning, based on trust and transparency between herself and her clients. Theresa’s love for learning and dedication to the pursuit of continuing education are key to ensuring her clients benefit from current, up-to-date advice.
Beyond her professional life, Theresa enjoys spending time sportfishing out of the port of San Diego, discovering new restaurants, and transferring her softball skills to the golf green. She believes in giving back to her community and making a positive impact on the lives of others.