Theresa Conti, QKA, APR, ERPA, CPFA has been a leader in the Retirement Plan industry for more than 30 years. She started her own firm in 1998, Sunwest Pensions. Theresa holds a QKA (Qualified 401(k) Administrator) designation with ASPPA and an APR (Accredited Pension Representative) designation with NIPA. In 2011, she also earned her Enrolled Retirement Plan Agent (ERPA) designation with the IRS. In 2019, she earned her CPFA (CerƟfied Plan Fiduciary Advisor) with NAPA.
Theresa and her husband Peter have been residents of Fountain Hills for almost 30 years. During that time, they started the Peter and Theresa Conti Foundation and have supported many organizations including the Salvation Army’s Christmas Angel Program, the Fountain Hills PTO and school district and Junior Achievement. In addition, they also supported a charity called The Melonhead Foundation (which helped families of children with cancer) and the Fountain Hills Community Foundation.
Theresa is also a national board member of WE. Inspire. Promote. Network. WIPN is a women’s organization for the financial services industry.