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Terri Grassi, CPA®Advisor Representative
Phone: 714-449-9696 Ms. Grassi has been a Certified Public Accountant since 1989, and has served as a Partner at Martin, Grassi & Company- Certified Public Accountants since 1993. She is also registered as an Advisor Representative with Richey Advisors, Inc. From 1999 through 2009, she served as a registered representative with a national brokerage firm. She holds a life, disability and health insurance license with the state of California. Terri has been in the financial services industry, admirably serving her clients for more than 20 years. CA. Ins. # OC55649 
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110 E. Wilshire Avenue, Suite 307 Phone: 714-449-9696 |
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