May 25, 2021 11:00 AM
Join us as FinDec’s CIO, Tolen Teigen, share the most frequently asked questions he’s received over the past 15 months and how those answers may be helpful to you as well. Not sure if your wealth planning needs to change as a result of the pandemic? Listen in and learn more!
A financial professional for nearly 20 years, Tolen has spent seven years on the FinDec leadership team helping people make sound financial decisions. Tolen takes great pride in helping individuals and families develop financial security so they can focus on their interpersonal desires and goals. Very few financial professionals are both certified financial advisors and certified financial planners. Having both means Tolen brings a diverse background and understanding of how to work with both corporate clients and individual investors.
He has a track record of retaining clients and building on those relationships — clients regularly note that they fully trust him and will follow his advice wholeheartedly.
Raquel T. Morris is the Chief Operating Officer of FinDec and has been with the company since 2007.
She has spent her career flourishing at FinDec, helping and educating people every step of the way. When she sees the excitement or spark in a client or employees’ eyes — that aha moment — she internally feels that same happiness. She is personally passionate about anything that makes her better than she was the day before. That positive attitude has helped her in all facets of life, particularly in advancing through the FinDec leadership team to become the company’s COO.
Leading operations for the company, Raquel internally helps employees to become their best self for FinDec’s clients. She helps them work through both professional obstacles and any personal barriers so they can reach their highest potential.
There has been a consistent thread in her professional life, a kind of mantra for Raquel: Never give up. She has never allowed her gender or the color of her skin to deter her from achieving her dreams. Raquel knows who she is and what she deserves. She is also a fantastic motivator — she helps team members strive for success with a calm, yet assertive personality.
Raquel measures her achievements through both a personal and professional lens: One of FinDec’s pillars is family. Being a working mom to three daughters with a high-power position and married since 2006is a constant reminder of her achievements and perseverance. As she puts it, this life and career path is not for the weak!
Raquel holds a BA in public relations and a minor in communications from San Jose State. After receiving her MBA from National University in the fall of 2020 , she now has both the theoretical and practical training to successfully run a business. This focus has helped her marry her natural abilities with textbook knowledge.
She has always been a leader and a trailblazer. Now, Raquel gets paid to do what she loves.