Terri McGray, CFP®
President | Wealth Advisor
terri.mcgray@longevitycapitals.online
terri.mcgray@longevitycapitals.online
Since 1988, Terri McGray has helped thousands of individuals and business owners enjoy a smooth transition into and get confidently through retirement. Her expertise includes holistic financial planning, asset management, and retirement planning. With over 30 years of capital market experience, she understands the nuisances involved in managing a portfolio for income generation and sustainability. Having navigated through some of the most difficult markets on record, her attention toward active risk management is the cornerstone of our financial resilience and portfolio stability.
Terri also specializes in helping employers manage company-sponsored retirement plans. As an author of Retire Ready, the Right-Right Series, Terri has a passion for improving our national retirement health.
She earned her bachelor's degree from California State University, Northridge where she studied finance and political science. Terri is a Certified Financial Planner and Accredited Investment Fiduciary. She grew up in Southern California. As a wife and mother, she is actively involved in her community. Terri has proudly been involved with several nonprofits including Big Brother/Big Sisters and Girl Scouts.