Wesley Terrell

Certified Personal Financial Wellness Consultant℠ & Financial Coach in San Jose, CA

Wesley Terrell upbringing emphasized the belief of “each one teach one” where the knowledge of one generation shall be passed on to the next.

Wesley Terrell, NFEC Certified Financial Coach

Wesley Terrell Short Bio

Wesley Terrell is an NFEC Certified Personal Financial Wellness Consultant℠ who provides personal financial coaching services to young adult minorities in the greater Bay Area, California. Through building a relationship and learning one’s financial journey, Wesley is able to guide his clients toward achieving their financial goals.

Wesley is a multifaceted financial expert with over 20 years of experience in financial services. With his background in franchise building, entrepreneurship, real estate brokerage, medical sales, corporate accounting and much more, Wesley has mastered the ability to diagnose a client's unique situation and advise the best path forward. At one point, Wesley saw himself as somewhat of a "successful failure", with his career ascending at times or taking unexpected twists and turns based upon smart or not so smart financial decisions. As Wesley learned the answers and guidance that he himself wish he had earlier, he began imparting that wisdom to his family, friends, and employees. His upbringing emphasized the belief of "each one teach one" where the knowledge of one generation shall be passed on to the succeeding generations, and he realized there was opportunity here to share information on a larger scale having a positive impact.

 

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