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4540 Kearny Villa Road
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 202Across 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.
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.