November 7, 2007

Teresa Mandella

Strong Women, Powerful Financial Strategies

Are you thinking about financial solutions today, yet keep putting off the search until tomorrow? Teresa Mandella will empower you to start seeking answers. A noted speaker, her topics will include: Organizing Your Financial Goals • Asset Allocation and Diversification • How much of a nest egg do you need? A Certified Financial Planner, Teresa is affiliated with Ameriprise Financial Services and has been serving clients for more than 22 years. She offers strategies to help them develop investment, tax and estate planning strategies – all aimed at maintaining financial independence and lifestyle.

Ms. Mandella is a certified financial planner and has been affiliated with American Express Financial Advisors in Stockton for over 19 years. She has successfully completed the Master of Science degree program through the College of Financial Planning, qualifying her to effectively analyze and advise on the most complex financial situations. Teresa serves as President of the Financial Planning Association of San Joaquin Valley and as President of the Stockton Symphony Association..