Teresa De Luca

Teresa began her career with Chatterton & Associates in February 2012 after graduating from the Cal Poly Pomona Business Program with an emphasis in Accounting. She leads our team of financial advisors and highly skilled client account managers, providing tailored financial strategies for our clients.

As a Clockwork Certified Partner™, Teresa helps strengthen Chatterton’s internal systems and client experience by applying the Clockwork methodology to streamline operations and support sustainable business growth.With a focus on personalized wealth solutions, she is responsible for setting the strategic direction of the private wealth division, ensuring that clients receive expert guidance in building and preserving their financial legacies.

Teresa holds the Financial Industry Regulatory Authority Series 7 & 66 securities registrations and is a Chartered Financial Consultant (ChFC).