Terence T. Tunnell, CFP^®, CPA

Terry joined the firm in 2010. As a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER^® professional, he enjoys helping clients with a variety of financial needs. A double Aztec, Terry graduated from San Diego State University with a BA in accounting and a few years later earned an MS in accounting with an emphasis in taxation. His work in both public accounting and private industry, prior to joining our firm, gives him a broad base of experience to draw from.

Terry is also a Registered Representative and Investment Advisor Representative with Commonwealth Financial Network^®. He holds FINRA Series 7 and Series 66 securities registrations, and also has life and variable annuity insurance licenses (CA Insurance Lic #0H67950).

Terry grew up in northern California and moved to San Diego to attend SDSU. He and his wife, Julie, and son, Brian (2017 graduate of Notre Dame), have resided in Scripps Ranch since 1992, including rebuilding their home after the Cedar Fire of October 2003. In their spare time, they enjoy time at home, sporting events, restaurants, and anything Notre Dame-related (Julie is also an alumnus). GO IRISH! GO AZTECS!