Financial Telesis Inc.
Industry: Company
DescriptionParent 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
Financial Telesis Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Financial Telesis Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Financial Telesis Inc. Employees
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
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
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
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
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
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
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
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
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
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
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
Financial Telesis Inc 2005 - Present
Boatman Investment Co, Inc. November 1998 - Present
Education
san francisco state 1976 — 1980
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