Advisors at this firm
Stacy R
CFP®, Series 66
Camas, WA
Para Wealth Advisors, Inc.
Stacy Rerick is a CFP® and Series 66-licensed advisor with 22 years of industry experience. She has worked at Para Wealth Advisors, Inc. since 2022 and previously spent 15 years at Russell Wilkinson Rerick, Inc. and 19 years at Security First Advisors. She also manages strategic operations for multiple private offerings through SFA Commercial, LLC. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm’s investment approach combines fundamental and technical analysis within an asset-allocation framework, focusing on long-term orientation while allowing for shorter-term trading when appropriate.
Teresa M
CFA®, Series 63
Camas, WA
Para Wealth Advisors, Inc.
Teresa Meyer is a CFA® charterholder with 16 years of industry experience. She is currently with Para Wealth Advisors, Inc., where she has worked since 2022. Her prior experience includes roles at Security First Advisors and U.S. Trust, Bank of America, N.A. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm employs a combined fundamental and technical analysis investment approach within an asset-allocation framework, focusing primarily on long-term orientation while allowing for shorter-term trading when appropriate.
Courtney K
Series 65
Camas, WA
Para Wealth Advisors, Inc.
Courtney Karella is a financial advisor at Para Wealth Advisors, Inc. with over 11 years of industry experience. She previously worked at Pinnacle Wealth Advisors and Security First Advisors. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities by offering financial planning, investment management, and integrated wealth management services. The firm employs a combined fundamental and technical analysis approach within an asset-allocation framework, focusing on long-term orientation while allowing for shorter-term trading when appropriate.