Teresa Dentino - Founder and CEO

Whether speaking to an audience of 500 guests or working one on one with a private client, Teresa Dentino's message remains consistently relevant: Through transparent and non sales-driven financial education, anyone, including women, children and families, can improve their financial outcome and become a more involved participant in the financial process.

Teresa Dentino began her financial services career as a stockbroker in San Francisco, CA in 1985. Through 25+ years of financial industry experience, including past work at three multi-national Wall Street firms and service on several boards of directors, Ms. Dentino successfully launched and managed her own full-service securities firm in 1998. After seeing successful results and receiving positive feedback from clients and the media, Ms. Dentino established The Financial 411 in 2001. The Financial 411 is one of the only financial education and consulting firms that remains independent and without sponsorship and influence from any financial institution. The Financial 411 also differentiates itself by specializing in helping women and families achieve financial confidence and empowerment.

Ms. Dentino works with clients throughout the Bay Area as well as on an international platform, consulting and speaking with them about the wide range of money management habits and investment topics that most individuals desire coaching and clarification on. Combining her lengthy financial services experience with her background in professional mediation, Ms. Dentino provides not only insider's knowledge to her clients, but also offers the insight to help individuals and families navigate the thorny money behaviors, relationships and discussions that so often present costly stumbling blocks in financial situations. A long-time advocate of teaching children about money, she has successfully worked with families and parents by teaching them how to ensure that their children become responsible and practical money managers, after all, it is never too early to start saving!

As a pioneer in the field of financial education for women, Ms. Dentino began developing programs and teaching women financial practices 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 futures and gain financial empowerment. Recently she wrote and 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.

Even though she is frequently called upon for conference lectures and media appearances, Ms. Dentino makes time to write and develop material and coach clients on financial education from her offices in Woodside, CA. Her pioneering work on financial education and literacy has been featured in several media outlets. She has been recognized on CBS MarketWatch, The Wall Street Journal, WGN Radio, Town & Country Magazine, Worth Magazine, 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 involves herself in numerous community service opportunities and loves to play Polo. She also enjoys riding in the local foxhunting club and reading at her local public library.

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) and a certified professional mediator.

• Teresa Dentino's Curriculum Vitae

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.

• Teresa Dentino's conference speaking and lectures

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.