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Terri L Wooldridge

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Terri L Wooldridge
Financial Associate
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FIC, CLTC®
Part of the Coast Financial Associates practice
About Terri Wooldridge
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Fraternal Insurance Counselor
  • Certification in Long-Term Care®
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • California(Insurance Lic. #0C75108)
  • Colorado
  • Hawaii
  • Nevada
  • New Mexico
  • North Carolina
  • North Dakota
  • Oregon
  • South Dakota
  • Virginia
  • Washington
  • Washington DC

Insights

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Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value. Learn more about this recognition here: https://bit.ly/466lt23
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Want to know which two key economic indicators Thrivent’s Chief Financial & Investment Officer, David Royal, will be watching in 2026? Hear his thoughts: https://bit.ly/4qryL1x
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Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations