Combining 30-plus years of industry expertise with a keen understanding of women's unique financial needs, Teresa Dentino offers educational programs that bridge the gap between women and the financial sector. Whether helping women hone their financial acumen, or asset managers better serve their women clientele, Dentino provides independent expert guidance unencumbered by ties to any securities firm.
Women worldwide are a key market for financial institutions to understand and cultivate as women increasingly control a greater percentage of financial assets. As significant sociological and demographic trends bring more women to the consumer investment market, gaining a clear understanding of their unique preferences and attitudes, along with greater knowledge of how to effectively engage with women clients, is a clear advantage to those firms who recognize this pivotal market segment.
Teresa Dentino creates programs that incorporate her highly articulated guidelines and insights for achieving the most effective sales communications approaches with female clients - whether through personal speaking appearances, training of corporate sales staff and/or guidance in developing your online women-centric digital platform.
Succeeding at female client engagement goes deeper than simply talking more with women clients. In order to lead and grow your presence in this new market sector, strategy, training and education are vital to your success.
Teresa Dentino knows your world through her deep financial services background, but by not being affiliated with any firm, she also does not compete with it.
Sales communications and training
Financial education initiative design and event production
Online financial content development
Conference and keynote speaking
Thought leader panels
Teresa Dentino is the CEO and Founder of The Financial 411, the first ever exclusively women-centric and independent financial education platform. With 30-plus years of industry expertise, she is an authority on the sociological and psychological drivers that characterize women's relationship with money and investing.
A nationally recognized conference speaker and media guest, Ms. Dentino also consults and writes on the subject of bridging the needs of women with the financial market. Whether working with select private clients or global financial institutions, her perspective is independent, unbiased, and she is not affiliated with any investment firm or financial institution. She provides strategic advice and client engagement programs expressly developed with women's complex and changing roles vs. money management and personal finance at the nexus.
Ms. Dentino’s keen understanding of financial literacy engagement, her pioneering work in the development of financial education for women, and deep financial services expertise place her in an unequalled position for educating and training female clients. Financial service and investment firms looking to understand the unique characteristics of the female client, turn to her for strategic guidance and program development, training for sales staff, and to utilize her speaking services for their client outreach events and investment conferences.
Formerly Ms. Dentino earned the FINRA licenses (Series: 7, 3, 63, 65, and 24), achieving the highest designation of General Securities Principal. After working with four international financial services firms, she then founded her own full service securities firm in San Francisco. Ms. Dentino founded The Financial 411 in 2001. Today her firm and her services remain the only one of its kind, led by a qualified financial professional while exclusive of investment management services.
Ms. Dentino demonstrated her vision of including women in the financial conversation through the first interactive, financial education seminars, which she wrote and presented exclusively for women audiences as early as 1985.
Later in 1994 she was selected as one of only a handful of female financial advisors nationwide to be trained and certified in the results of the first academic study focused on women's behaviors around money: The Women's Cents Study, conducted by the National Center for Women & Retirement Research.
In 2008, Ms. Dentino worked with the editors of Town & Country magazine to produce the special section, Women and Wealth, as the first candid treatment of women and their relationship with money undertaken by a venerable media source.
In 2009, she wrote and published an interactive workbook for women. What Your Mother Never Taught You About Money provides a practical grounding point for women to organize and understand their family finances.
Ms. Dentino's successes as a forward thinker in this specialized niche have been featured in multiple national print media and television interviews. Recently she was asked to write the monthly byline, Getting Down with the Numbers (Women and Finance Go Together), for Women 2.0. She has been interviewed in print, online, radio and television outlets such as: AdvisorOne, CBS MarketWatch, The Wall Street Journal, WGN Radio, Town & Country Magazine, Worth Magazine, The View From the Bay, The Rob Black and Your Money Show, and The Michael Finney Show, among others.
Ms. Dentino was recently asked to teach a Corporate Finance program in the University of California academic system. Ms. Dentino also serves on the Advisory Board of the University of Illinois's Alumni Women's Connection. In the past she has sat on several non-profit Boards of Directors, including two Board Treasurer positions, as well as holding local civic leadership positions.
In her free time, Ms. Dentino enjoys various community service activities along with playing Polo and horseback riding. She resides in Woodside, California.
Steeped in years of actual experience and the highest level of financial licensing, Dentino has a deep knowledge of the investment world, but has no ties to any investment firms. With no money management services or product sales offered, her platform is strictly consultative and educational with no conflict of interst to the firms she works with.
Currently there exists no other platform that has the depth and breadth of Ms. Dentino's direct financial services experience and training, while providing a pure play financial education and training model.