Teresa Beltran

Teresa Beltran is a Client Relationship Associate and Associate Vice President at The FMC Group of Rockefeller Capital Management, where she focuses on delivering administrative support and customer service to clients. Teri has over 20 years of financial service industry experience and joined Rockefeller in 2018. She studied Business Administration and Economics at University of San Francisco. She, her husband, and son live in the San Francisco Bay Area. She enjoys spending time with family, gardening and traveling.

*The Forbes ranking discussed above was designated in 2024 and lasts for a period of one year until new rankings are released. Each advisor — selected by SHOOK Research — is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.

Named to Forbes Best-In-State Top Wealth Management Teams list for 2024.

*The Forbes ranking discussed above was designated in 2024 and lasts for a period of one year until new rankings are released.

Each advisor — selected by SHOOK Research — is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.