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Tari Watkins

San Diego Chapter President @Afea American Financial Education Alliance

San Diego, CA, US
MOBILE NUMBERS
+18•••••••68

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WORK HISTORY

Sep 2018 — Present

San Diego Chapter President @Afea American Financial Education Alliance

San Diego, CA, US

EDUCATION

2012 — 2013

Transamerica Continued Training

Continued Industry Updates Weekly

2015 — 2015

American College of Education

Foundation of Estate Planning

1981 — 1982

Professional Insurance Agents Training

2 Year Course Completed

SKILLS

WealthReal Estate Transactions1031 ExchangesTraditional IraDbpp Defined Benefit Pymnt PlansUniversal LifeWhole LifeInsuranceTeam LeadershipCharitable Remainder TrustsInvestments501c3Index Universal LifeIrasLife InsuranceRetirement401kReal Estate DevelopmentWealth Management1035 ExchangesGuaranteed Lifetime IncomeFinancial ServicesIndexed AnnuitiesRoth IraRetirement Income Strategies401k RolloversTerm Life InsuranceMutual FundsEquity Indexed AnnuitiesVariable Annuities

ABOUT TARI WATKINS

Tari Watkins is a Managing Principle at Money Cents Financial & Insurance. Previous radio…

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