Teresa Conley, CFP®

Vice President, Principal, Advisor

Teresa Conley is a seasoned financial professional dedicated to empowering clients with personalized guidance to achieve their financial goals. She is committed to ensuring the continued success of Premier Financial Group and its clients, leveraging her expertise to navigate the complexities of the financial landscape with clarity and confidence. Her unwavering dedication to excellence and client satisfaction positions her as a trusted advisor, guiding individuals and families towards financial peace of mind. 

Education & Background

  • Associate of Arts, General Studies, Cuesta College, 2001
  • Bachelor of Arts, Humboldt State University, 2004
  • CFP Certification Professional Education Program, College for Financial Planning, 2008
  • Ambassador, Eureka Chamber of Commerce, 2017-2020
  • Board Member, Eureka Chamber of Commerce 2022-2024
  • Advisor, Premier Financial Group, 2002-present

Credentials & Certifications

  • Series 65 License, 2006
  • CERTIFIED FINANCIAL PLANNER® Certification, 2013


Teresa’s expertise lies in providing comprehensive financial solutions tailored to each client’s unique needs. She is known for her leadership in executive roles, including CFO responsibilities and her ability to mold and mentor teams, creating an environment of trust and collaboration. Teresa’s passion lies in engaging and empowering women investors, bridging gaps of uncertainty and overwhelm. She finds fulfillment in providing peace of mind around finances, particularly in facilitating the dream of retirement by educating clients throughout the process. Drawing from her background in customer service, Teresa values genuine connections and approaches every client interaction with empathy, integrity, and a relentless drive for their success.