Broker Check
Terri Grassi, CPA

Terri Grassi, CPA

Investment Advisor Representative

Terri received her degree in Accounting from California State University Fullerton in 1988. She became a Certified Public Accountant in 1989. Terri served as a partner at Martin Grassi & Company-Certified Public Accountants from 1993 through 2011, and owner of Terri Grassi, CPA from 2011 through 2019. From 1999 through 2009, Terri was a Registered Representative with a national brokerage firm. In 2010, she joined RAI Wealth Management as an Advisor Representative. She holds a life, disability and health insurance license with the State of California. Terri has been in the financial services industry, admirably serving her clients for more than 30 years.

Terri joined Rotary in 1995 and continues to be active in the Rotary Club of Fullerton and its Foundation. She served as President of the club and as a board member of the Foundation. At the District level of Rotary, she served as Assistant Governor. She currently volunteers her time on various committees of a nonprofit and at a local school. When she has free time, she enjoys spending it with her family