Taressa Soto grew up in the San Francisco, Bay area. She graduated from The University Of Arizona with a BA in Business Management. Taressa Is a Financial Planner with the Acord and Fong group at Lincoln Financial Advisors. Taressa enjoys guiding and educating others to help meet their personal and financial goals. Many times, improper wealth management serves as a barrier for families and opportunities. Something that can seem so complex can be made simple with proper coordination. She looks forward to working with you to help you realize your goals.
Taressa began as a paraplanner in 2020 assisting the team with reports, projections, and client relations.