Teresa Hemann, Cres, Cpfa

Teresa Hemann, Cres, Cpfa Email and Phone Number

Troy, OH, US
Teresa Hemann, Cres, Cpfa's Location
Troy, Ohio, United States, United States
Teresa Hemann, Cres, Cpfa's Contact Details

Teresa Hemann, Cres, Cpfa work email

Teresa Hemann, Cres, Cpfa personal email

Teresa Hemann, Cres, Cpfa phone numbers

About Teresa Hemann, Cres, Cpfa

I strive to educate, empower and support women by: 1. Discussing and identifying what is important for yourself, family, career2. Education on ways to meet your goals3. Making a plan to use current resources to meet those goalsI specialize in working one-on-one with teachers in the public school districts in and around Dayton, Columbus, and Cincinnati OH. I provide education on the STRS, SRS and OPERS Pension programs, and on ways to meet future income needs after completing a career in the school system. My history of working with Employer retirement plans (401(k), SIMPLE IRA, etc.) has shown the importance of being a Fiduciary for my clients. Employers now have a bigger Fiduciary responsibility to their employees, and many need a partner who can share those responsibilities. The Lincoln Investment family of companies nor any of its representatives is affiliated with the Ohio state retirement system or the New York State Teachers' Retirement System; and NYTRS does not sponsor, authorize or endorse the retirement educational services described in this or other communications of Lincoln Investment.

Teresa Hemann, Cres, Cpfa's Current Company Details
Women's Impact Network of Rochester - WIN Rochester

Women'S Impact Network Of Rochester - Win Rochester

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CEO and Co-Founder
Troy, OH, US
Website:
legendgroup.com
Employees:
202
Teresa Hemann, Cres, Cpfa Work Experience Details
  • Women'S Impact Network Of Rochester - Win Rochester
    Ceo And Co-Founder
    Women'S Impact Network Of Rochester - Win Rochester
    Troy, Oh, Us
  • Women'S Impact Network Of Rochester - Win Rochester
    Ceo & Co-Founder
    Women'S Impact Network Of Rochester - Win Rochester Jan 2022 - Present
    Rochester, Ny
    Our mission has three pillars: * Mentor Experience - We provide a program that connects mentors and mentees for meaningful conversations.* Financial Literacy - Providing programming that teaches young people about financial literacy — a topic that is woefully absent from most curriculums.* Business Network - Through the people we engage with, we create a professional foundation for all WIN Rochester members. Our events include networking opportunities, panel discussions, and more.
  • The Legend Group
    Financial Advisor & Certified Retirement Education Specialist
    The Legend Group Feb 2018 - Present
    Rochester, New York Area
    Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC www.lincolninvestment.com.
  • Women'S Advisory Group
    Co-Founder
    Women'S Advisory Group Sep 2018 - Jan 2022
    Rochester, New York Area
    We are dedicated to educating and guiding women towards financial freedom through smart decision making, educated investment management, and open communication. We believe in Women supporting and empowering each other. Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC www.lincolninvestment.com. Women’s Advisory Group is independent and not affiliated with the above companies.
  • Prudential Financial
    Financial Advisor
    Prudential Financial Dec 2016 - Feb 2018
    Rochester, New York Area
  • American Portfolios Financial Services, Inc.
    Registered Representative
    American Portfolios Financial Services, Inc. Jan 2013 - May 2016
    Rochester, Ny
  • American Portfolios Financial Services, Inc.
    Key Account Coordinator
    American Portfolios Financial Services, Inc. Jul 2009 - Jul 2011
    Rochester, Ny
  • American Portfolios Financial Services, Inc.
    Executive Assistant
    American Portfolios Financial Services, Inc. Sep 2006 - Jul 2009
    Geneseo, Ny
  • American Portfolios Financial Services, Inc.
    Customer Service Representative
    American Portfolios Financial Services, Inc. Sep 2003 - Sep 2006
    Rochester, Ny
  • American Portfolios Financial Services, Inc.
    Intern
    American Portfolios Financial Services, Inc. Jun 2003 - Sep 2003
    Rochester, Ny

Teresa Hemann, Cres, Cpfa Skills

Financial Planning Small Business Retirement Planning 403 B Investments Retirement Planning Mutual Funds Insurance Retirement Fixed Annuities Life Insurance Wealth Management Series 7 Securities Health Insurance Financial Services Financial Advisory 401k Investment Strategies Microsoft Excel Strategic Financial Planning Estate Planning Alternative Investments Investment Advisory Asset Allocation Employee Benefits 401k Rollovers Wealth Crm Series 66 Variable Annuities Variable Life

Teresa Hemann, Cres, Cpfa Education Details

Frequently Asked Questions about Teresa Hemann, Cres, Cpfa

What company does Teresa Hemann, Cres, Cpfa work for?

Teresa Hemann, Cres, Cpfa works for Women's Impact Network Of Rochester - Win Rochester

What is Teresa Hemann, Cres, Cpfa's role at the current company?

Teresa Hemann, Cres, Cpfa's current role is CEO and Co-Founder.

What is Teresa Hemann, Cres, Cpfa's email address?

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What is Teresa Hemann, Cres, Cpfa's direct phone number?

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What schools did Teresa Hemann, Cres, Cpfa attend?

Teresa Hemann, Cres, Cpfa attended Suny Geneseo.

What skills is Teresa Hemann, Cres, Cpfa known for?

Teresa Hemann, Cres, Cpfa has skills like Financial Planning, Small Business Retirement Planning, 403 B, Investments, Retirement Planning, Mutual Funds, Insurance, Retirement, Fixed Annuities, Life Insurance, Wealth Management, Series 7.

Who are Teresa Hemann, Cres, Cpfa's colleagues?

Teresa Hemann, Cres, Cpfa's colleagues are Adam Pearce, Zhang Tao, Usha Shree, Nicholas Ochlan, Matt Reardon, Alex Albert, Pat Jansen.

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