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Terri Osness, CFP, CPWA
Private Wealth Financial Advisor
Managing Director - Investments
As a Private Wealth Financial Advisor with over 25 years of experience, Terri is dedicated to supporting successful executives, business owners and their families with their financial and lifelong goals. Through a long-term investment approach, Terri helps high-net-worth clients develop and implement strategies to build, manage, preserve, and transition their wealth.
Terri follows a disciplined process that begins with listening to her clients and understanding what is most important to them. She is a compassionate financial advisor, who values the opportunity to build long lasting relationships with each of her clients and their families. Her mission is to provide every client with a comprehensive targeted investment plan based on their individual needs and goals, delivered with the highest level of personal service and professional integrity.
Her interest in investments began as a college student at the University of Washington where she graduated Cum Laude with a BA in Finance. Terri is committed to expanding her knowledge and skillset to meet the ever-changing needs of her clients through continuing education. She is a CERTIFIED FINANCIAL PLANNER® Professional and has obtained the Certified Private Wealth Advisor (CPWA®) designation, both of which allow her to create custom and comprehensive financial strategies. Terri has been recognized as a member of the Wells Fargo Advisors Platinum Council1,2 in 2015-2016, 2018-2026. She was named one of Forbes Best-In-State Wealth Advisors3 in 2024-2026, and one of Forbes Top Women Wealth Advisor Best-In-State4 in 2024-2026. In 2026 she was recognized as a team member as one of Forbes Best-In-State Wealth Management Teams5, The Burris|Osness|Sankey Private Wealth Management Group of Wells Fargo Advisors, with Private Wealth Financial Advisor, Robb Burris & Senior Financial Advisor, Alec Sankey.
Away from the office, Terri enjoys spending time with her family and friends. She is especially proud of her two adult children, Jordan and Jake. She enjoys hiking, traveling, water and snow skiing or just relaxing on the beach. Terri is an active supporter of the Cystic Fibrosis Foundation and Feed My Starving Children.
2The 2024-2026 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
32026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors rating algorithms is based on the previous year’s industry experience, interviews, compliance, records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for this rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
42026 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-In-State; Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-In-State; Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-In-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for this rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
52026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
Certificates
CFP, CPWA
Licenses
- CA Insurance License #: 0H33812. Resident State: AZ.
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