Business
Terry has been a Certified Public Accountant since 1987. He has worked in both public accounting serving middle to high income individuals and in private industry as Controller, Chief Financial Officer, and Chief Operating Officer. Terry functioned for over 6 years as CFO for a company that provided comprehensive planning services for individuals and small businesses. While there, he obtained securities Series 7, 63, and 65 designations and a California insurance license (CA License 0E29968) and worked directly with clients. In 2012 he received the designation of Certified Financial Planner™, which distinguishes his high standards of excellence for competent and ethical personal and business financial planning by putting his clients' needs first. He is a Chartered Global Management Consultant (AICPA) and has extensive systems experience gained while working in public accounting, as a consultant, and while in private industry as a controller and CFO. He has been the owner of Terry D. Deever, CPA since 2005 with continuing responsibility for more than 1,200 individual and business clients.