Theresa J. Yarosh, CFP®, CLU®, ChFC®
President and Licensed Insurance Agent
Theresa Yarosh has been in the financial services industry for over 20 years and is trained in an economic model which takes a holistic view of an individual’s financial world. Because of her understanding of a holistic approach Theresa saw the importance of understanding the impact of healthcare costs in retirement as well as making the right decisions as it pertains to structuring an individual’s Medicare. Theresa has always had a passion for teaching and educating people and enjoys helping seniors review their Medicare options. She is licensed in New Jersey, New York and Pennsylvania.
Theresa has also guest lectured on various topics at New York University and Dominican College. She has also guest lectured for Marino Legal which gives Continuing Legal Education (CLE) to Attorneys. Theresa is passionate about public speaking and in July 2011 she received her Distinguished Toastmaster Award (DTM). Theresa also enjoys cooking and is an avid reader. Theresa and her husband have been together for 30 years. Theresa has also owned West Highland White Terriers for 35 years. Her current Westie is named Baci which means kisses in Italian.