Teresa Dentino - Founder and CEO

Teresa Dentino, Founder

Whether speaking to an audience or working with a private client, Teresa Dentino's message remains consistently timely: Through transparent and non sales-driven guidance any individual, including women, children and families, can improve their financial outcomes by becoming more informed participants. Teresa Dentino began her financial services career as stockbroker in San Francisco, CA in 1985. Through 25+ years of financial services experience, including three multi-national Wall Street firms and service on several boards of directors, she successfully launched and managed her own full-service securities firm. Ms. Dentino's latest venture, The Financial 411, continues to be arguably the only financial education and consulting firm that remains independent and without sponsorship from any financial institution.

Consulting and speaking on a wide range of money management habits and investment topics, Ms. Dentino works with clients throughout the Bay Area and internationally. Combing her lengthy financial services experience with her background in professional mediation, she provides not only an insider's experience, but also the insight to help individuals and families navigate the thorny money behaviors, relationships and discussions that so often present costly stumbling blocks. A long-time advocate of teaching children about money, she has successfully worked with families and parents to see that their children become responsible and practical money managers.

Pioneering in the field of financial education for women, she began developing programs and teaching women in 1985. Through 25 years of academic research and empirical study, Ms. Dentino has developed unique expert standing among the national media. Her programs have helped hundreds of women take control of their financial future. Recently she published "What Your Mother Never Taught You About Money", the first volume in a series of money management and personal finance books written specifically for women.

Frequently called upon for conference speaking and media appearances, Ms. Dentino continues to write and develop material for the education of her audiences from her offices in Woodside, CA. The media has also embraced Ms. Dentino’s pioneering work on financial education and literacy. She has been featured on CBS MarketWatch, The Wall Street Journal, WGN Radio, Town & Country and Worth Magazines, Physician’s Money Digest, The View From The Bay, and The Rob Black and Your Money Show, among others.

In her free time Ms. Dentino participates in numerous community services and loves to play Polo, along with riding in the local foxhunting club.

Qualifications

 

Ms. Dentino has completed post-graduate studies in Economics, Financial Accounting, Equity Analysis, Portfolio Management, Fixed Income, and Quantitative Analysis through the Chartered Financial Analyst program. She previously held NASD securities licenses for Series 3, 7, 24, 63, and 65, including the highest designation of General Securities Principal. In addition she is a Certified Divorce Financial Analyst (CDFA), a certified professional mediator, and maintains a real estate salesperson license.

Women & Wealth

Among her services, Ms. Dentino works with women on developing improved financial habits and financial management skills. Distilling often- lofty financial concepts to meaningful and accessible messages for clients and audiences is a hallmark of her professional services.

She strives to create a non-threatening environment where her clients can grow as investors and managers of family finances and family offices. In this way her services remain complementary to existing investment advisory relationships. The Financial 411 has served clients both nationally and internationally from its offices in Woodside, California.

Learn more about The Financial 411's Financial Relationship Advisor and Certified Divorce Financial Analyst services.

Teresa Dentino in the Media

Ms. Dentino’s expertise is frequently utilized by both Bay Area and national media.

Professional Affiliations

International Academy of Collaborative Professionals
Institute of Certified Divorce Financial Analysts
Department of Real Estate - State of California
Peninsula Conflict Resolution Center

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