Theresa J. Yarosh, CFP® has been in the financial services industry for the last 15 years.  She has a Finance Degree from Montclair State College and has completed the Certified Financial Program. 

In her career she has managed $100,000,000 of Private Client money and in June of 1999 she made a bold decision to go to cash.  This was a pivotal decision that long term saved many of her clients from far reaching losses as well as diminished purchasing power of their money.  In 2001 she took a brief hiatus from the world of finance to study ministry.  It was during this time that she studied many interfaith topics as well as understanding metaphysics and the idea of a Prosperity Consciousness.  This too proved to be pivotal as she had a deeper understanding of how people relate to money and the subconscious money scripts they follow in their personal dealings with money.

Upon returning to the world of financial services she was armed with a holistic view of how an individual’s financial needs and concerns should be addressed from the perspective of understanding an individual’s relationship to money first and foremost.  Currently, Theresa is one of only 4,000 people in the United States licensed in the use of a Macro-economic model that looks holistically at an individual’s financial situation.  This model allows for a process of self discovery allowing the client to learn about how money works in their lives.  In addition, proper planning takes into consideration the fact that all recommended products and their attached strategies must be in alignment with the real cost of living.  And more importantly, every plan must be in alignment with an individual’s intentions for their future as well as integrating a positive relationship to how money works in their lives.

At Opus Advisory Group we empower you to make smart financial decisions with your money!

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 710 Route 46 East, Suite 401, Fairfield NJ 07004.  Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor.  International Planning Alliance, LLC is not an affiliate or subsidiary of PAS.  Field Representative of The Guardian Life Insurance Company of America (Guardian), NY.  PAS is an indirect, wholly owned subsidiary of Guardian.  Opus Advisory Group, LLC is not an affiliate or subsidiary of PAS or Guardian.

YourPFO(tm) and Opus Advisory are not registered investment advisors and none of their services should be construed as investment advisory services.  Guardian, PAS and the representative do not provide tax advice or services.

PAS is a member of FINRA, SIPC