Our Guest for the December 1st edition of PlayMakers Talk Show:
Teresa Gast, CEO, Privus Financial & Cain Watters and Associates
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Teresa Gast, CEO, Privus Financial & Cain Watters and Associates
Teresa Gast is a Certified Public Accountant, an Investment Advisor Representative and CEO of Cain Watters & Associates and Privus Financial.
Teresa originally spent three years at KPMG working with multinational corporations, partnerships and the individuals running those firms. Teresa joined Cain Watters and Associates as an associate planner in 1998. She began her own client base in 2001 and has since assisted over 100 clients with their financial planning goals.
Teresa became a partner of the firm in 2008. In 2017, she was named CEO of CWA. Her primary goal was to build alternative business lines to diversify our risk. She is doing this through the new company Privus Financial.
Phone: (972) 233-3323
Host, Steve A Klein, Teresa Gast
(Privus Financial and Cain Watters & Associates are affiliated companies through common ownership. Accounting and tax services will be provided by CWA through a separate engagement.)