Terry Planner is a certified financial planner based in Texas who specializes in retirement planning for college professors. Terry spent over two decades as a high school Spanish teacher before transitioning to financial planning, starting with Texas 1st Wealth Management in 1992. Today, he serves as the President of US1st Wealth Management, where he helps professors and their families achieve financial prosperity through comprehensive investment planning, insurance planning, tax planning, and estate planning services. Additionally, he also owns and operates Excel Tax Group, a firm providing tax preparation and planning solutions to his clients.

Terry's passion for helping professors comes through in his work, as he views them as open-minded individuals eager to learn and improve their financial lives. With a Bachelor of Arts in Spanish Language and Literature from the University of Pittsburgh, Terry is well-equipped to communicate complex financial concepts effectively to clients.