
Terri Hoemail
3 Greenway Plaza, Suite 1500
Houston, TX 77046
Professional Story
Terri Ho is a Financial Planner and Registered Representative with Strategic Financial Group in Greater Houston. She helps newly divorced individuals, and their families navigate through finances pre, during and post-divorce. Her planning philosophy is to help protect their family, income and retirement in that order.
As a financial planner, she helps couples and their attorneys achieve their financial goals using knowledge of tax law, asset distribution, and short- and long-term financial planning. Her passion to advocate for her clients going through divorce stems from witnessing her mother go through a traumatic divorce when she was a child. The story inspired her to help advise and coach other women find their own meaning of being financially independent. Her goal is to empower and help women be financially confident enough that no matter the situation, they can get through it.She believes there is truth in the following quote, “Nothing strengthens a woman more than having to rebuild her entire life from scratch after a divorce.” With that in mind, she strives to treat every client with compassion and understanding. The relationship she builds with her clients allows her to create personalized roadmaps to help them rebuild and regain their future post-divorce.
Aside from Terri’s work in financial services, she is passionate about community involvement. She spends her free time volunteering with Big Brother Big Sister as a Big Sister, Dress for Success and is the social chair for Downtown Rotary Club of Houston. She is the founder of Société- The Connection Scene, an organization that highlights and serves as a resource to local business owners within the community. Terri is meticulous with details which has led her to host multiple events to give back to the community. She is a fashion icon and loves attending fashion shows that showcase emerging new designers in the Houston scene.
Languages:
- English
Credentials:
- CDFA®
Specialties:
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheck
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