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Terrie Zitzelsberger | CFP®

Terrie Zitzelsberger | CFP®


Terrie Zitzelsberger helps you navigate the financial terrain by listening, planning, and coaching your financial decisions. With over 25 years of investment experience, Terrie Zitzelsberger specializes in strategizing with clients to help them pursue their personal and life goals.

Terrie is a CERTIFIED FINANCIAL PLANNER practitioner and through LPL Financial she holds her Series 7, 24, 51, and 63 registrations. Terrie has licenses in life insurance, health insurance, and variable annuity insurance. With these registrations and continuing education, clients receive the benefit of working with a professional who can offer timely comprehensive financial advice tailored to an individual’s need.

Terrie co-owns Total Investment Planners, Inc. a Financial Planning and Registered Investment Advisor firm. She is a member of the Financial Planning Association, serves as President of the Mt Pleasant Community Foundation, and is a co-chair of the Isabella County Restoration House Rotating Homeless Shelter.