As a Wealth Advisor, Teni specializes in working with pre-retiree and retired individuals on planning strategies to help preserve their income and enjoy a comfortable retirement lifestyle. Her primary responsibilities include managing client relationships and directing the firm’s new business development strategies and resources. She assists with guiding clients through financial decisions, educating clients about their current investments or employee benefits. She is passionate about partnering with clients in creating a clear path towards pursuing of their goals which are in line with their values. Teni graduated from California State University, Northridge with a degree in Finance. Teni has studied and trained with Ed Slott’s Elite Advisor Group*. Teni is an active member in her kids Parent Teacher Association and currently holds the position of PTA Treasurer.