CFP®, CDFA®
Financial Advisor / Member Owner
When I was in college, my dad passed away from a sudden heart attack. I saw what an unexpected event could do to a family. It was then that I decided to become a financial advisor. Being at Savant allows me to provide thoughtful financial advice, tailored solutions, and planning strategies, all done to increase clarity, focus, and most importantly, confidence in financial decision-making.
Theresa Harezlak is a financial advisor in our Rockford, Illinois office, where she focuses on guiding individuals and families through comprehensive financial planning and life transitions.
Involved in the financial services industry since 1988, Theresa helps clients make informed decisions around retirement planning, estate strategies, and long-term financial security. She leads educational classes and seminars on senior-focused topics, including tax strategies, estate planning, preparing for life transitions, protecting against financial abuse, and planning for lifelong care.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst® professional, Theresa delivers comprehensive financial planning that addresses retirement income structuring, cash flow planning, proactive tax strategies, wealth transfer, philanthropy, insurance needs, debt management, and education funding. She works closely with clients to align financial decisions with their goals and values, with a consistent focus on clarity and long-term confidence.
Before joining Savant, Theresa spent nearly two decades with a local trust and investment firm, where she served as a vice president working with high-net-worth individuals and corporate retirement plans. Her background spans asset management, estate planning, banking, insurance, and the broader wealth management process.
Theresa also serves as a founding member of Wise Women, a Savant initiative that inspires and supports women as they pursue their financial goals and help build confidence in their financial futures.
She earned a bachelor’s degree in business administration from the University of Iowa and completed advanced training through Cannon Financial Institute’s Personal Trust School and Employee Benefit Trust Schools.
A Rockford native, Theresa enjoys volunteering, hosting gatherings with friends, and spending time with her family and her new granddaughter. She also enjoys traveling to northern Wisconsin and Florida’s Gulf Coast. Theresa remains passionate about teaching financial literacy and looks forward to continuing that work in her community.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.