Terri Kallsen, CFP®

Terri Kallsen, CFP® is an accomplished wealth management executive known for leading strategic initiatives and driving innovative solutions across both large institutions and rapidly growing RIAs. As Managing Partner and Head of Partnerships at Rise Growth Partners, a minority investor and strategic advisor to leading firms, she leads enterprise transformation for partner firms—supporting strategic planning, organic growth initiatives, client experience innovation, and platform and performance reporting enhancements.

Before joining Rise, she served as Chief Operating Officer at Wealth Enhancement Group (WEG), where she oversaw advisor teams, platform and digital strategy, high-net-worth offerings, and trust services. Prior to WEG, she was Executive Vice President of Investor Services at Charles Schwab, where she led 7,000 employees and $1.6 trillion in assets under management.

Known for her innovative thinking and commitment to advisor advocacy, Terri is a respected speaker and writer who has been featured in Bloomberg, The Wall Street Journal, Barron’s, MSNBC, CNN, and other leading outlets.

She has been recognized numerous times for her dedication to mentorship, empowering women in the workplace, and advisor advocacy:

- San Francisco’s Financial Woman of the Year in 2019 - InvestmentNews Women to Watch 2024 Female Trailblazer of the Year Finalist - Named by Financial Planning as one of 20 People who will shape wealth management in 2025 - InvestmentNews Top Financial Professionals in the US | Hot List 2025

Terri currently serves as Chair of the CFP Board of Directors. She also sits on the Hollins University Board of Trustees.

She earned a Bachelor of Science degree from College of Saint Benedict/Saint John’s University in Minnesota and a Master of Science degree from the University of Wisconsin-Oshkosh. Terri earned her CFP® certification in 2005 and is also a Certified Wealth Strategist®. She received her Finance CFO Certificate at the University of Chicago Executive Education Program.