Our Qualifications


Terence F. Hannify, CLU® , ChFC® 

Managing Partner

Terry is the Managing Partner of Capital Analysts of San Diego, and brings with him a wealth of experience, knowledge and vision.  With over 32 years of diverse, hands-on experience, he has participated in the evolution of the Financial Planning Industry in San Diego.   Upon graduation from the University of California San Diego in La Jolla, California, with a BA in Psychology, Terry joined Home Federal Savings and Loan's Management Training Program where he eventually specialized in working with large accounts in Home Fed's Trust's Client Management and Services Division.  After six years, in 1982, Terry left Home Federal as a Branch Manager and Loan Officer for an opportunity to work with the founder of Capital Analysts, Robert E. Rose, J.D., L.L.M., CLU® , ChFC® .  After working closely with Mr. Rose in shaping the direction of Capital Analysts for nearly 20 years, Terry formed Capital Analysts of San Diego and continues to use his experience to help his many notable San Diego clients to reach their family and financial goals.  In addition to being a CLU®  and ChFC® , Terry has his FINRA Series 7 Registration, and is a Registered Representative of Lincoln Investment and an Investment Adviser Representative of Capital Analysts and Lincoln Investment, Registered Investment Adviser firms.  Terry and his wife Mary have lived in Poway, CA for over 40 years and have three adult boys, James, Brent and Matthew.

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Check the background of this financial professional on FINRA's BrokerCheck