Career Profile/Resume



1972-1977 Accountant

1976 Graduated with Honors, Bachelor’s Degree in Finance from San Diego State University

1977 Joined SDG&E as an Associate Accountant

1979 Promoted to Financial Analyst, SDG&E

1980 Appointed to Financial Planner, SDG&E

1983 Graduated MBA – Master’s Degree, Business Administration/Finance from San Diego State University

1983 Joined Dean Witter Reynolds

1986 Promoted to Associate Vice-President, Investments

1989 Received Outstanding Business Award, Fil-Am Chamber of Commerce*

1991 Promoted to Vice-President, Investments

1996 Promoted to Senior Vice-President, Investments; Received “Commitment to Excellence” Award*

1996 Appointed Senior Vice-President, Investments, PaineWebber Inc.

2002   Recognized by the industry journal Registered Rep Magazine for her professional achievements in their May 2002 edition.*

2003 Joined AIG/SagePoint Financial, Inc.

2004 Received the “Newcomer of the Year Award” from SagePoint Financial.*

2005 Received the “Achievers Counsel Award” from SagePoint Financial.*

2009 Branch office on 4540 Kearny Villa Rd, Ste 202
Across the street from SDG&E


For a FREE consultation, please call Joseph Tansey at 858-654-1025 or Angeli Forster at 858-654-1024 or her cell at 619-997-2601.


*SagePoint Financial. Inc. has not vetted the criteria for these awards and does not endorse the issuing organizations. You are solely responsible for conducting your own due diligence. Award receipt is not indicative of investment performance.