As a committed, seasoned financial advisor with over 25 years of experience in financial planning, Therese is well-versed in global financial product strategies and offers her clients a full spectrum of professional services.
Therese has earned the Certified Financial Planner designation, a designation that she has met the standards of education and ethics through examination and experience. As a CFP® professional, Therese has agreed to put her clients' interests center stage. Therese's professional qualifications also include the successful completion of the Series 7, 63, and 65 securities registrations and life/health insurance licensing exam.
Therese's civic and educational roles are important to her. She has been invited to be a guest speaker to groups on such topics as the psychological aspects of money and retirement planning. She has been honored to serve as President and member of The Rotary Club of Sugar House, as a founding Board member of the Salt Lake 100, as a past President and Board member of People Helping People, as past President of Salt Lake Association of Life Underwriters, and as a member of the Board of Directors of Amicus, a fund-raising organization for LDS Hospital.
Therese is a current member of the Financial Planning Association and a current holder of the CFP® designation. She is married to Frederick W. Milad and lives in Park City. Therese enjoys gourmet cooking, travel, reading, music and outdoor activities.