Terri Kallsen Details 30-Year Wealth Career and 21 Marathons in New Interview

2 articles · Updated · Wealth Management · May 20

Terri Kallsen says leadership in wealth management has required balancing executive roles, motherhood and major life transitions, themes she discussed in a new Healthy Advisor interview.
Kallsen framed ethics as central to that journey, describing moments when fiduciary concerns conflicted with firm strategy and saying she chose integrity and client focus over industry trends.
Her career spans leading 7,000 employees and $1.6 trillion in assets at Charles Schwab, serving as COO at Wealth Enhancement Group, and helping build Rise Growth Partners over the past two years.
Running has been her main resilience tool through setbacks and pressure—she has completed 21 marathons and 50 half-marathons—and she said the discipline shaped her long-term approach to leadership.
The interview comes as Kallsen serves this year as chair of the CFP Board, extending her focus on planning, ethics and advisor wellbeing across the broader wealth-management industry.

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