Financial Telesis Inc.

Industry: Company

Description

Parent organization: LINSCO PRIVATE LEDGER CORP Subsidiary: Bridge Street Advisory ServicesFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportFinancial TelesisDirections Saved (0) Saved Save Financial planner in San Rafael, California Address: 4340 Redwood Hwy # 23, San Rafael, CA 94903 Phone: (415) 492-8975: : : Hours: Website: : : Category: : Place name: Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Financial Telesis Posting publicly on the Web Write a review Reviews Be the first to review

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Financial Telesis Inc. Employees

Employee
Years
Job
Industry
Shabina Rafiq Shabina Rafiq Pleasanton, California Details
Shabina Rafiq's Financial Telesis Inc. Experience August 2007 - August 2014
Job Financial Planning Associate at Commonwealth Financial Network
Industry Financial Services
Experience
Benjamin W Wong & Associates   August 2014 - Present
Financial Telesis Inc  August 2007 - August 2014
Altas Securities   March 1999 - May 2007
Webvan  January 2000 - June 2001
Franklin Templeton Investments  December 1995 - March 1999

Skills
Series 7, California Life..., California Notary Public, Investments, Retirement Planning, Securities, Asset Management, Insurance, Microsoft Excel, Customer Service, Microsoft Office, Equities, Portfolio Management, Mutual Funds

Education
Chabot College   2010 — 2014
Business Administration and Management, General

ITT Technical Institute-Hayward   1999 — 2001
Computer and Information Sciences and Support Services

Gary W. Jurney, CLU, ChFC, AIF® Gary W. Jurney, CLU, ChFC, AIF® Houston, Texas Area Details
Gary W. Jurney, CLU, ChFC, AIF®'s Financial Telesis Inc. Experience January 2011 - September 2014
Job The ROI Experience™ | Employee Benefits | Corporate Retirement Plans | Benefits Technology | Benefits Communication
Industry Financial Services
Experience
CapFinancial Securities, LLC   June 2015 - Present
Pensionmark Financial Group, LLC   September 2014 - Present
Kainos Partners, Inc.   January 2011 - Present
United Benefit Advisors (UBA)   2004 - Present
LPL Financial  September 2014 - May 2015
Financial Telesis Inc  January 2011 - September 2014
First Harbor Group, LLC   July 1999 - December 2010

Skills
Employee Benefits, Insurance, Disability Insurance, Investments, Retirement Planning, Benefits Administration, Management, Health Insurance, HRIS, Finance, Estate Planning, Small Business, Retirement

Education
Baylor University - Hankamer School of Business   1978 — 1981
BBA, Finance, Accounting

Nacogdoches High School   1974 — 1977

Jeremy Pomer, CFP®, CRPS® Jeremy Pomer, CFP®, CRPS® San Francisco Bay Area Details
Jeremy Pomer, CFP®, CRPS®'s Financial Telesis Inc. Experience August 2009 - August 2014
Job Senior Plan Consultant at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors   June 2011 - Present
Financial Telesis Inc.   August 2009 - August 2014
Paychex  March 2003 - August 2009
WorldCom  2000 - 2003
WorldCom  2000 - 2003

Skills
Retirement Planning, Investments, Retirement, 401k, Mutual Funds, Profit Sharing, Defined Benefit, Retirement Plan..., Defined Contribution, Human Resources, Securities, Series 63, Series 7, Financial Advisory, Insurance, Series 6, Investment Advisory, Employee Benefits, Asset Allocation

Education
University of San Diego   1998 — 2000
B.B.A., Business

Kaplan Schweser   2010 — 2011
CFP®, CERTIFIED FINANCIAL PLANNER™

College for Financial Planning   2009 — 2010
CRPS®, CHARTERED RETIREMENT PLANS SPECIALISTSM

San Diego State University-California State University   1995 — 1997

Los Gatos High School

Paul Bergamaschi Paul Bergamaschi San Francisco Bay Area Details
Paul Bergamaschi's Financial Telesis Inc. Experience June 2013 - September 2014
Job Independent Financial Advisor at Fortune Financial Services, Inc.
Industry Financial Services
Experience
Fortune Financial Services, Inc.   August 2014 - Present
Covered California  November 2013 - Present
Prosperity Financial Group   June 2013 - September 2014
Retirement Plan Advisory Group  June 2013 - September 2014
Financial Telesis Inc  June 2013 - September 2014
East Bay Rowing Club   August 2012 - July 2014
MassMutual San Francisco  December 2010 - June 2013
Edward Jones  February 2010 - October 2010
Optimum Realty Capital LLC   2006 - 2009
Eden Development Group   1996 - 2006

Skills
Employee Benefits, Retirement Plans, Group Medical, Disability Insurance, Executive Compensation, Key Person Insurance, Buy-sell Agreements, Insurance, Financial Planning, Long Term Care, Strategic Financial..., Retirement Planning, Long-term Care, Retirement

Education
University of California, Berkeley   1976 — 1980
Architecture

University of Southern California

Booker Moore Booker Moore Hollidaysburg, Pennsylvania Details
Booker Moore's Financial Telesis Inc. Experience August 2008 - September 2014
Job Employee Benefit Specialist / Compensation Management / Retirement Plan Advisor / Healthcare Consultant / Philanthropist
Industry Financial Services
Experience
Pensionmark Financial Group   August 2015 - Present
L.R. Webber Associates, Inc.   March 1989 - Present
LPL Financial Group   September 2014 - August 2015
Financial Telesis Inc.   August 2008 - September 2014
The Greg and Cathy Griffith Family Foundation   July 2011 - August 2013
Bubba's Breakaway Franchise Systems   March 1986 - March 1989
Albert F. Williams Insurance   June 1984 - March 1986

Education
Penn State University   1977 — 1981
BA, Speech Communications

Wyomissing Area High School   1975 — 1977
High School Diploma, 11-12

Patricia Lenox Destein Patricia Lenox Destein San Francisco Bay Area Details
Patricia Lenox Destein's Financial Telesis Inc. Experience 2009 - Present
Job Financial Services Compliance Consultant
Industry Financial Services
Experience
Financial Telesis Inc.   2009 - Present
Foothill Securities, Inc.   January 1991 - Present
Brokerage Resources   January 1982 - Present

Skills
Securities, Investments, Retirement

Education
Stanford University   1978 — 1979
Graduate Student, Sociology/Psychology

CSU Chico   1972 — 1977
Social Welfare and Corrections/Business Administration, Bachelor's Degree

Michelle Perry Higgins Michelle Perry Higgins San Ramon, California Details
Michelle Perry Higgins's Financial Telesis Inc. Experience 1998 - August 2014
Job Financial Planner/Principal California Financial Advisors
Industry Financial Services
Experience
Maloon, Powers, Pitre & Higgins, LLC dba California Financial Advisors   1998 - Present
Foothill Securities, Inc.   August 2014 - Present
Financial Telesis Inc.   1998 - August 2014
Lincoln Financial Advisors  1997 - 1998
LNC Equity Sales Corp.   1996 - 1997
Shell Oil Company  1994 - 1996

Skills
Author of The..., Author of Stocks, Bonds...

Education
St. Mary's College of California   1990 — 1994
Bachelor of Science (BS), Business Administration

Nicholas Destein Nicholas Destein San Diego, California Details
Nicholas Destein's Financial Telesis Inc. Experience June 2010 - August 2012
Job Student Brand Manager at Red Bull
Industry Financial Services
Experience
MD Revolution  June 2014 - December 2014
Red Bull  November 2013 - December 2014
LPL Financial  June 2014 - August 2014
Financial Telesis Inc  June 2010 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Leadership, Team Building, Result Oriented, Networking, Social Networking, Facebook, Time Management, Event Planning, Sales, Marketing, Team Leadership, Training

Education
San Diego State University-California State University   2012 — 2016
Finance, General

University of Mannheim
Bachelor's Degree, Finance, General

Shonnon Schey Shonnon Schey San Francisco Bay Area Details
Shonnon Schey's Financial Telesis Inc. Experience 2004 - 2010
Job Consultant at Beautycounter
Industry Health, Wellness and Fitness
Experience
Beautycounter  April 2013 - Present
Financial Telesis Inc.   2004 - 2010

Skills
Social Media Marketing, Training, Public Speaking, Event Planning, Customer Service, Social Media, Retail, Human Resources, Management, Microsoft Office, Event Management

Education
University of Oregon

Grant Macuba, AIF® Grant Macuba, AIF® Greater Chicago Area Details
Grant Macuba, AIF®'s Financial Telesis Inc. Experience September 2008 - August 2014
Job Senior Consultant, Retirement Plans at Marsh & McLennan Agency
Industry Financial Services
Experience
Marsh & McLennan Agency  May 2015 - Present
Center for Fiduciary Studies   2013 - Present
NFP Advisor Services  August 2014 - June 2015
Sumitomo Life Insurance Agency America, Inc.   September 2008 - May 2015
Financial Telesis Inc  September 2008 - August 2014
Edward Jones  March 2004 - September 2008
XO Communications  1999 - 2003
Northwestern Mutual/Baird Securities   1992 - 1999

Skills
Insurance, Strategic Financial..., Fixed Annuities, Financial Planners, Financial Advisory, Retirement, Disability Insurance, Investments, Estate Planning, 401k, Mutual Funds, Customer Service, Employee Benefits, Securities, Retirement Planning, Financial Planning, Customer Relations, Series 7, Finance

Education
Miami University   1989 — 1992
BA, International Studies

University of Illinois at Chicago   1988 — 1989
International Studies

David Burgelin David Burgelin San Francisco Bay Area Details
David Burgelin's Financial Telesis Inc. Experience September 2008 - October 2010
Job AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors, LLC.   2013 - Present
Financial Telesis Inc  September 2008 - October 2010
Broadwing Capital   November 2006 - October 2010
Costello and Sons Insurance Brokers   April 2006 - October 2010
AXA Advisors  August 2001 - April 2006
American Express Financial Advisors  January 1999 - June 2001

Skills
Retirement Planning..., Business Succession..., Strategic Financial..., Wealth Management, 401(k) Distribution..., Estate Planning..., Long-Term Care Planning, Pension Distribution..., Insurance Planning &..., Client Education, Education Planning..., Annuity Services, Wealth Preservation...

Education
University at Buffalo   1993 — 1996
Bachelor of Arts (B.A.), Business/Corporate Communications

Bentley College

Julie Boatman Julie Boatman San Francisco Bay Area Details
Julie Boatman's Financial Telesis Inc. Experience 2005 - Present
Job president at boatman investments
Industry Financial Services
Experience
Financial Telesis Inc  2005 - Present
Boatman Investment Co, Inc.   November 1998 - Present

Education
san francisco state   1976 — 1980

Mary Dinday Mary Dinday San Francisco Bay Area Details
Mary Dinday's Financial Telesis Inc. Experience June 2008 - December 2013
Job retired at None at present
Industry Financial Services
Experience
None at present  January 2014 - Present
Financial Telesis Inc  June 2008 - December 2013
Financial Telesis   September 2003 - May 2008

Skills
Microsoft Excel, Administrative..., Outlook, Microsoft Office, Customer Service, Microsoft Word, Office Administration, PowerPoint, Office Management, Administration, Teamwork, Data Entry, Research

Education
Rutgers University School of Law - Newark   1973 — 1975
Doctor of Law (JD), Law

Douglass College   1967 — 1971
Bachelor of Arts (B.A.), Mathematics

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