Experience and Credentials

Since 1985 Teresa Dentino has used her financial industry expertise to advance critical financial best practices, education, and literacy. Today her development of enriched financial communication and methodologies provides individuals, families, family offices, legal and financial professionals with next-generation tools that improve the client experience while achieving better financial outcomes.

Teresa pioneered and developed groundbreaking financial education for women in 1985 -- long before Wall Street would recognize them as an investor class. Understanding the unique issues and risks women face, given their longevity and likelihood to inherit the Financial GateKeeper role within the family structure, she developed programs that address the most vital financial aspects of major life transitions.

In her articles, consultations, lectures and trainings, Teresa delivers new-paradigm content and process on such topical concepts as the Financial Fire Drill, Inter-generational wealth transfer, Financial issues of divorce transition, and Instilling family values within Legacy-planning and Philanthropic planning.

Teresa’s unique standing is further supported by her knowledge of the seminal academic studies of investment behavior and their import on financial behaviors and outcomes. She is frequently called upon to provide expert witness financial analysis in high-asset divorce cases.

Teresa has been featured on the Rob Black and Your Money Show, WGN Radio, CBS MarketWatch, the Wall Street Journal, Physician’s Money Digest, and Worth magazine, among others.

The core foundation of her research, programs,and consultations is that education is the key ingredient for achieving successful financial outcomes. Articulating sound financial dialogs within the family, while facilitating next-level professional communications is foundational to avoiding the wasteful toll of unnecessary financial and emotional costs.

Her professional industry experience includes Principal and Founder of her own full-service securities firm, portfolio management, and Wall Street experience, among others.

Teresa earned the National Association of Securities Dealers sales licenses (NASD Series: 7, 3, 63, 65, and 24) in San Francisco in 1985, achieving the highest designation of Principal. Through the Chartered Financial Analyst program. she completed post-graduate studies in Economics, Financial Accounting, Equity Analysis, Portfolio Management, Fixed Income, and Quantitative Analysis. Teresa is also a certified mediator. Today she resides in Woodside, California with offices in Woodside and San Francisco, CA.