Terry J. Atzen is an author, world traveler, financial advisor and strategist, supporting partner, father, grandfather and founder of The Investment Compass.
After working his way through college, he served his country as a Naval Line Officer aboard a heavy cruiser before entering the business world.
Mr. Atzen has a broad and diversified background of over fifty years in both the pharmaceutical industry and the financial services industry. His focus during those years was in sales, sales training, management and investment coaching.
From the beginning of his business career, he has gained individual recognition for his performance with all of the major Wall Street firms that he has represented, including Merrill Lynch (President’s Club), E. F. Hutton (Financial Planner of the Year) and Prudential Securities.
He served as Senior Vice President and Branch Manager for the Los Angeles firm of Bateman Eichler, Hill, Richards where the firm benefited from his managerial skills. Atzen also had his own investment consulting firm, Atzen & Associates, Inc., in Portland, Oregon.
The Investment Compass was created as the result of an inspirational moment that Mr. Atzen had in 2009, after over 40 years as a successful investment advisor, after which the first edition of his investment book was written. He realized at that moment that he was using information not commonly used by many investors – that he was using information on a daily basis which most investors did not possess and who, therefore, had to rely on information from other sources that nearly always had an agenda.
Investment coaching for Mr. Atzen is about teaching fundamentals, inspiring, encouraging, supporting, sharing his 50 years of investment consulting experience and empowering his clientele.
Currently, Mr. Atzen does independent investment coaching and financial management consulting with both corporations and individuals while also writing a children's picture book in his spare time. He also enjoys golf, fly fishing and wooden boat building.