Tina Schackman, Cfa®, Cfp®
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Tina Schackman, Cfa®, Cfp® Email & Phone Number

Senior Retirement Plan Consultant at BFSG, LLC
Location: Irvine, California, United States 7 work roles 2 schools
3 work emails found @bfsg.com 3 phones found area 732 and 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 3 phones

Work email t****@bfsg.com
Direct phone (732) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Senior Retirement Plan Consultant
Location
Irvine, California, United States
Company size

Who is Tina Schackman, Cfa®, Cfp®? Overview

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Quick answer

Tina Schackman, Cfa®, Cfp® is listed as Senior Retirement Plan Consultant at BFSG, LLC, a company with 24 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at bfsg.com, phone signal with area code 732, 800, and a matched LinkedIn profile for Tina Schackman, Cfa®, Cfp®.

Tina Schackman, Cfa®, Cfp® previously worked as Principal, Senior Retirement Plan Consultant at Bfsg, Llc and VP, West Coast Strategic Relations at Prudential Financial. Tina Schackman, Cfa®, Cfp® holds Bachelor Of Arts Degree In Business Administratation, Finance from California State University, Fullerton.

Company email context

Email format at BFSG, LLC

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*@bfsg.com
77% confidence

AeroLeads found 3 current-domain work email signals for Tina Schackman, Cfa®, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Tina Schackman, Cfa®, Cfp®

Welcome to Benefit Financial Services Group (BFSG), a fee-based retirement plan consulting and wealth management firm. Our firm provides a variety of services to employers and individuals designed to manage risk and optimize wealth. I have spent over 20 years in the financial services industry working with both employers and individuals. My primary objectives are helping my clients:- be well-informed so they can make sound financial decisions- manage and understand their risks- lower their overall administrative burden

Listed skills include Investments, Securities, Portfolio Management, Retirement Plan Consulting, and 6 others.

Current workplace

Tina Schackman, Cfa®, Cfp®'s current company

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BFSG, LLC
Bfsg, Llc
Senior Retirement Plan Consultant
irvine, california, united states
Website
Employees
24
AeroLeads page
7 roles · 26 years

Tina Schackman, Cfa®, Cfp® work experience

A career timeline built from the work history available for this profile.

Principal, Senior Retirement Plan Consultant

Current

Irvine, CA

Benefit Financial Services Group (“BFSG”) provides complete retirement consulting and management for both employers and individuals. Whether providing compliance advice to fiduciaries of an employer-sponsored retirement plan, or managing the portfolio of an individual seeking a sound financial future, we strive to operate in a conflict-free environment and.

Mar 2019 - Present

Vp, West Coast Strategic Relations

Irvine, CA

As part of the National Intermediary Relations Team, Tina is responsible for broadening and strengthening partnerships with key intermediary firms in the Western U.S. by supporting growth initiatives and providing resources to help enhance their businesses.

Oct 2013 - Mar 2019

Registered Representative

Three Gateway Center, 14th Floor, Newark, NJ 07102-4077

Nov 2011 - Mar 2019
Team & coworkers

Colleagues at BFSG, LLC

Other employees you can reach at bfsg.com. View company contacts for 24 employees →

2 education records

Tina Schackman, Cfa®, Cfp® education

FAQ

Frequently asked questions about Tina Schackman, Cfa®, Cfp®

Quick answers generated from the profile data available on this page.

What company does Tina Schackman, Cfa®, Cfp® work for?

Tina Schackman, Cfa®, Cfp® works for BFSG, LLC.

What is Tina Schackman, Cfa®, Cfp®'s role at BFSG, LLC?

Tina Schackman, Cfa®, Cfp® is listed as Senior Retirement Plan Consultant at BFSG, LLC.

What is Tina Schackman, Cfa®, Cfp®'s email address?

AeroLeads has found 3 work email signals at @bfsg.com for Tina Schackman, Cfa®, Cfp® at BFSG, LLC.

What is Tina Schackman, Cfa®, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 732, 800 for Tina Schackman, Cfa®, Cfp® at BFSG, LLC.

Where is Tina Schackman, Cfa®, Cfp® based?

Tina Schackman, Cfa®, Cfp® is based in Irvine, California, United States while working with BFSG, LLC.

What companies has Tina Schackman, Cfa®, Cfp® worked for?

Tina Schackman, Cfa®, Cfp® has worked for Bfsg, Llc, Prudential Financial, Benefit Financial Services Group (Bfsg), Liberty Capital Management, and Royal Alliance Associates Inc.

Who are Tina Schackman, Cfa®, Cfp®'s colleagues at BFSG, LLC?

Tina Schackman, Cfa®, Cfp®'s colleagues at BFSG, LLC include Paul Horn, Mark L. Blom, Cfp®, Nicole Chou, Darren Stewart, J.D., and Huaze S..

How can I contact Tina Schackman, Cfa®, Cfp®?

You can use AeroLeads to view verified contact signals for Tina Schackman, Cfa®, Cfp® at BFSG, LLC, including work email, phone, and LinkedIn data when available.

What schools did Tina Schackman, Cfa®, Cfp® attend?

Tina Schackman, Cfa®, Cfp® holds Bachelor Of Arts Degree In Business Administratation, Finance from California State University, Fullerton.

What skills is Tina Schackman, Cfa®, Cfp® known for?

Tina Schackman, Cfa®, Cfp® is listed with skills including Investments, Securities, Portfolio Management, Retirement Plan Consulting, Mutual Funds, Financial Services, Asset Allocation, and Retirement.

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