Teresa Holland

Teresa Holland brings over 25 years of experience in the financial services industry, with a focus on integrated wealth management for ultra-affluent families. Teresa’s primary responsibilities include developing customized strategies, providing technical expertise and guidance, and overseeing the day-to-day management of their client's personal financial activities and transactions. She provides personal tax and financial services for entrepreneurs, executives, and families in Silicon Valley and across the country. Additionally, Teresa is responsible for managing the firm’s Expense Management and Financial Reporting (EMFR) practice.

Prior to Catalyst Family Office, LLC, Teresa was a Director at myCFO in Palo Alto for over 18 years. Prior to myCFO, Teresa was a tax manager at Ernst & Young LLP.

Teresa received a BA in English from California State University, Northridge. She is a designated Enrolled Agent with the Internal Revenue Service and is a CFP™ professional. She is an active member of the National Association of Enrolled Agents and the California Society of Enrolled Agents.