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Testimonials
“At the end of 2008, Teresa gave me advise as I was putting together my
retirement investment portfolio. Upon implementing her suggestions, I
had a 25% personal rate of return in the first 6 months of 2009 when
the overall market was fairing poorly. My cumalitive rate of return is
now at 36.5% for the period from February-July. Thank you Teresa!” July 23, 2009 Karine Rosenior, Insurance Secretary, Southern California District Council of the AG
“Teresa has been a friend of mine for a few years now and has always
been an individual that I have been able to turn to for knowledge and
advice. When it came time to move some of my self directed IRA around I
turned to her and she not only gave multiple choices, but explained
each and everyone of them thoroughly. I highly recommend Teresa.”
March 5, 2009 Michael Golden, Perotti Group
“We have known Teresa for the past 5 years in the financial services arena. Teresa is a brilliant new talent in the Bay area. She has proven to be trustworthy, reliable and a great strategist. Teresa also serves as the treasurer on the board of directors for the DaVinci Institute and has proven to be a great asset to our company.” March 4, 2009 Deb Frey, Vice President, DaVinci Institute,Twitter Instructor-DaVinciDeb, Event Planner, Renaissance Woman , DaVinci Institute Inc
“Teresa is a person I depend on to help us think through the complicated new businesses we're developing. She is quick to understand both the technology and business strategies, and has helped guide us through some of our most difficult decisions. She is one of our most trusted advisers and always available to talk.” March 4, 2009 Thomas Frey, Executive Director, DaVinci Institute
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“I recommend Teresa for a number of reasons, she; listens and takes
the necessary time to understand customer needs, is well prepared to
present, discuss and recommend solutions to simple and/or complex
problems, performs above and beyond expectations with customer needs at
the forefront of her efforts.”
March 5, 2009 James L. Medina
“I worked with Teresa in developing methodologies for owner exits of
small cap companies. In both her persona and her decision making Teresa
has the rare ability to combine ample raw intelligence with creativity,
dependability and common sense.”
March 5, 2009 Dave Bonini, Managing Director, VERCOR
“Teresa is an outstanding leader guided by a strong set of ethical
principles. She does a fine job in nurturing and supporting those who
need guidance, but is also able to challenge and motivate others whose
efforts may not equate to their abilities. Teresa is also an excellent
communicator; she is an engaged listener and articulate and effective
communicator.”
March 5, 2009 Paul Raccanello,Associate Dean, Dominican University of California
“Teresa is an extremely sharp, hard working and ethical finance professional. She goes to extraordinary lengths to be sure she finds the optimal solution for any client need, whether doing the analytical work herself or mashalling the appropriate corporate resources.” March 9, 2009 Peter Harrigan, VP, Trading at Genetic Finance, LLC
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