Terry Sherrill, CFP®, APMA™, ChFC®
- Advisor, Personal Office®
- 916.232.4512
- terry.sherrill@
northrockpartners.com
Bringing over 25 years of experience to NorthRock, Terry helps clients navigate their financial journeys with clarity and confidence as a Personal Office® Advisor. With a disciplined yet approachable style, he partners with a broad range of clients, from individuals and families planning for the future to those approaching retirement and seeking strategies to help protect and grow their wealth.
Terry’s areas of focus include retirement and incoming planning strategies, estate planning strategies, insurance, college funding, and family finance management. He is passionate about understanding each client’s goals and building tailored strategies that support their vision for today and for generations to come.
Recognized as a Five Star Wealth Manager from 2020-2025, Terry combines his technical expertise with a deep commitment to serving clients with excellence and care.
Professional Designations and Associations
- Bachelor of Science, Aerospace Engineering | University of Arizona
- Certified Financial Planner (CFP®)
- Certified Fund Specialist (CFS®)
- Chartered Financial Consultant (ChFC®)
- Accredited Portfolio Management Advisor (APMA™)
- Five Star Wealth Manager, 2020-2025
Personal Life
Outside of work, Terry enjoys trail riding and horse camping with his wife, Wendy, and their friends. He is a 3rd degree black belt in Taekwondo and competes across the country as a 3-time World Champion in Gumdo Sword. Terry also enjoys hiking and backpacking throughout the Sierra Nevada Mountains.