Terrance Green
CFP®
Blue Water Capital Management, LLC
Managing Director
Terrance Green
CFP®
Blue Water Capital Management, LLC
Managing Director
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Terrance Green, CFP®
Fee-Only financial planner located in Apex, NC, serving clients locally and across the country
Meet Terrance Green
Terrance Green is the Managing Director of Blue Water Capital Management, LLC and a CERTIFIED FINANCIAL PLANNER™ professional. His experience dates back to the mid-90’s as his career began with McDonald Investments working in the areas of portfolio administration, fixed-income trading, and financial planning. In 2000, Terrance became 'enlightened' and left the Wall Street world to begin working as an independent financial advisor. In 2003, he switched to the fee-only model to better serve his clients.
Terrance has periodically contributed to Suburban Living magazine, both the Apex and Holly Springs editions. In California, he was a periodic columnist for several San Diego papers and has also appeared in the San Diego Union Tribune, Money, Kiplinger’s, and Investment News. He was also selected by UCSD to lead monthly discussions for their Retirement Association's Investment Interest Group.
Terrance and his family live in Holly Springs. He and his wife enjoy their kids' hockey and scouting events. They also enjoy a variety of outdoor activities together including camping, kayaking, biking, and trips to the mountains and beach.
Education
- Bachelors of Business Administration in Finance and Management Information Systems, Ohio University, 1995
- Master’s of Science in Entrepreneurship, San Diego State University, 2009
- CERTIFIED FINANCIAL PLANNER™ professional (CFP), 2002
Experience
- Trading assistant and financial planner at brokerage firm McDonald Investments, 1996-2000
- Independent financial advisor at the fee-based firm Financial Designs, 2000-2003
- Independent financial advisor at the fee-only firm Capital Financial Advisors, 2003-2005
- Managing Director and financial advisor, Blue Water Capital Management, LLC, 2003 – Present
Involvement
- Past member of Board of Directors for Volunteer San Diego, a non-profit organization
- Past member of Board of Directors for the Financial Planning Association (FPA) of San Diego
- Member of National Association of Personal Financial Advisors (NAPFA)
- Member of Apex Chamber of Commerce
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Terrance Clark is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Terrance Green
Office Locations:
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315 S Salem St
# 422
Apex, NC 78502
