Iain P. Reilly
Certified Financial Planner, CFP® at Telesis Financial Pension & Retirement Resources
- Role
- Certified Financial Planner, Cfp at Telesis Financial
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Iain P. Reilly
For over 20 years, Iain has served individual, professional, business owner, corporate…
Experience
Certified Financial Planner, Cfp
Feb 2010 — Present · San Diego, CA, US
Investment Advisor RepresentativeSecurities and Advisory Services Offered Through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC Cetera is under separate ownership from any other named entity.
Education
Queens College
Bachelor's degree, Political Science and Government
1986 — 1988
Skills
- Investments
- Retirement
- Strategic Financial Planning
- Cash Flow
- Financial Services
- Tax Planning
- Financial Advisory
- Retirement Income
- Equities
- Wealth Management
- Alternative Investments
- Financial Planning
- Series 7
- Investment Advisory
- Cash Flow Management
- Financial Planners
- Retirement Planning
- Securities
- Estate Planning
- Public Speaking
- Investment Management
- Insurance
- Portfolio Management
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