Teresa McClelland-Sargent

Teresa McClelland-Sargent

President

Phone: (810) 733-5140
Fax: (810) 733-5993
E-mail:
 

Teresa is the President and Owner of Financial & Tax Planning, Inc. and Financial Planning Advisory Corp. of Flint, Michigan and a Registered Principal with Royal Alliance Associates Inc.  Teresa became a partner with the firm in 1998.  She obtained her Certified Financial Planner® designation in 2007.  She has a marketing degree from Michigan State University.  In addition to investment and financial planning she is a member of the Financial Planning Association and is a Certified Divorce Financial Analyst.  She offers access to stocks, bonds, and mutual funds.  She is also seperately licensed to offer life insurance, fixed and variable annuities and Long Term Care.  She serves as a Board of Director for the Foundation of Mott Community College.  She also serves as Treasurer for the Mott Community College, Executive Board of Directors.  She is developing and implementing a mentorship/self-discovery program titled, "Woman in Education", which works with woman who have received college scholarship funds from the Mott Community College.  Teresa also serves as a Board of Director for The Greater Flint YMCA and serves on an Advisory Comittee for the Woman 2 Woman of Michigan magazine.  She was a founding memeber of the International Association of Financial, Sport, and Calabrity Advisors promoting financial literacy.  Her background also includes 16 additional years of management and business experience.  Teresa was born and raised in Genesee County and is married to Dale Sargent.  They reside in Fenton and have three adult children who all currently reside in Michigan.  In their free time they enjoy traveling, weekends with family, hiking, water sports, motorcycling and community service.