Terry Lamn, CFP®, CRPC™, CWS®
Private Wealth Advisor
With more than 20 years of experience in wealth management and financial planning, Terry Lamn is a trusted advisor dedicated to helping high-net-worth individuals, families, and business owners achieve their financial objectives. As a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Retirement Planning Counselor™ professional, and a Certified Wealth Strategist® professional, Terry combines expert analysis with customized strategies designed to meet the unique needs of each client.
Currently a Private Wealth Advisor at Stonemark Wealth Management, Terry designs customized solutions to help clients achieve long-term goals. He has a proven track record, having excelled as Vice President Wealth Consultant at Charles Schwab & Co., Inc., and Vice President Senior Consultant at TD Ameritrade, where he exceeded client expectations and mentored emerging professionals. Earlier, as a Financial Planning Consultant at Fidelity Investments, he collaborated with Registered Investment Advisors to create tailored strategies in estate planning, retirement, and portfolio optimization.
Terry is consistently recognized for delivering exceptional results in fast-paced, high-pressure environments, earning accolades for exceeding goals and fostering strong client relationships. A graduate of the University of Southern California (USC) with dual degrees in Accounting and Business Entrepreneurship, he also holds a Gemological Certification from the Gemological Institute of America (GIA). Fluent in Mandarin, Terry brings a global perspective to financial planning, cultivating deep, cross-cultural relationships.
Outside the office, Terry hones his public speaking skills through Toastmasters and volunteers with the CFP Board’s Pro Bono Initiative to mentor aspiring financial planners and with Junior Achievement USA to inspire future leaders. An avid photographer, skier, and linguistics enthusiast, Terry enjoys exploring on a OneWheel, skateboard, and motorcycle—joking that the real challenge is convincing his family it’s not a midlife crisis. A seasoned traveler with a special love for Japan, Terry approaches new experiences with the same enthusiasm he brings to client relationships, driven by a commitment to growth and making a lasting impact.
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