Tina Schackman
Senior Retirement Plan Consultant
- Role
- Principal, Senior Retirement Plan Consultant at Benefit Financial Services Group Bfsg
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Tina Schackman
Welcome to Benefit Financial Services Group (BFSG), a fee-based retirement plan consulting and wealth management firm. Our firm provides a variety of services to employers and individuals designed to manage risk and optimize wealth. I have spent over 20 years in the financial services industry working with both employers and individuals. My primary objectives are helping my clients- be well-informed so they can make sound financial decisions- manage and understand their risks- lower their overall administrative burden
Experience
Principal, Senior Retirement Plan Consultant
Benefit Financial Services Group Bfsg
Mar 2019 — Present · Irvine, CA, US
Benefit Financial Services Group (“BFSG”) provides complete retirement consulting and management for both employers and individuals. Whether providing compliance advice to fiduciaries of an employer-sponsored retirement plan, or managing the portfolio of an individual seeking a sound financial future, we strive to operate in a conflict-free environment and place the interests of the client first.
Education
California State University, Fullerton
Bachelor of Arts Degree in Business Administratation, Finance
1993 — 1995
Keller Graduate School of Management of DeVry University
Master's degree, Accounting and Financial Management
2001 — 2003
Skills
- Financial Services
- Retirement Plan Consulting
- Portfolio Management
- Securities
- Investments
- Retirement
- Asset Allocation
- Mutual Funds
- Series 63
- 401k
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