Theresa Houle is a wealth advisor at Seapoint with over six years of experience in financial planning. She began her career stepping into her father's practice as his successor, a foundation that shaped her deep sense of responsibility toward every client she serves.
Theresa earned her Bachelor's degree from California State University San Marcos, where she also competed as a collegiate softball athlete. As an Accredited Investment Fiduciary (AIF®), she holds a full suite of FINRA registrations through LPL Financial, including the SIE, Series 6, 63, 65, and 7 licenses, as well as Accident, Health, and Life Insurance designations.
What sets Theresa apart is the way she approaches each relationship. She loves the in-depth analysis that thoughtful financial planning requires but what truly drives her is listening to her clients' goals and turning them into impactful decisions that make retirement dreams a reality. For Theresa, understanding where a client wants to travel, how they want to spend their time, and the legacy they hope to leave is just as important as the plan itself. Financial planning, for her, is as much about the journey as the numbers.
A Little More About Theresa
Outside the office, Theresa can often be found sportfishing out of the port of San Diego, exploring new restaurants, or channeling her competitive softball background into a round of golf.
Giving back is close to her heart. As a proud member of the Soroptimist International of North San Diego (SINSD), Theresa supports an organization that makes a tangible difference in the lives of women and children in her community. SINSD provides transitional housing for women and children fleeing domestic violence. The organization also empowers women through educational sponsorships and programs designed to help them reach their full potential.