Tina Schackman

Principal, Senior Retirement Plan Consultant @Benefit Financial Services Group Bfsg

Irvine, CA, US
EMAILS
t••••@bfsg.com
MOBILE NUMBERS
+17•••••••47

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WORK HISTORY

Mar 2019 — Present

Principal, Senior Retirement Plan Consultant @Benefit Financial Services Group Bfsg

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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

1993 — 1995

California State University, Fullerton

Bachelor of Arts Degree in Business Administratation, Finance

2001 — 2003

Keller Graduate School of Management of DeVry University

Master's degree, Accounting and Financial Management

SKILLS

Financial ServicesRetirement Plan ConsultingPortfolio ManagementSecuritiesInvestmentsRetirementAsset AllocationMutual FundsSeries 63401k

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

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