Terry Swehla

Terry D. Swehla, CFP®


Terry D. Swehla began his career in the financial planning industry in 1987 following a decade of service as a Lutheran minister. As a Certified Financial Planner for over 15 years, his professional leadership has been recognized by American Express, where he received the prestigious Chairman’s Award for Quality during his tenure as a Senior Financial Adviser, and by AIG/SunAmerica Securities, where he was appointed to the President’s Club. Terry’s financial columns have been featured in the Modesto Bee, Stanislaus Farm News, San Joaquin County Farm Bureau News and the Northern California Senior Spectrum. He is regularly invited to speak on financial topics at educational institutions, churches, and service and professional organizations. In addition to his role as a Managing Director of United Capital Financial Advisers, Terry has served in many national positions, including the United Capital Advisory Council, the AIG/SunAmerica Securities’ National Education Committee, the Conciliar Press Board for the Antiochian Orthodox Christian Archdiocese of North America and the Liturgical Conference Board. Locally, he serves on the Stanislaus County Treasury Oversight Committee, as a member of the Modesto Rotary Club and as a past treasurer for the Doctor’s Medical Center Foundation Board. Terry was born and raised in Sacramento and holds degrees from the University of California, Berkeley, and Pacific Lutheran Theological Seminary. He is married with three sons and four grandchildren.

Terry Swehla is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Terry is no way related to Cetera Advisor Networks LLC or its registered representatives.