Plan, Prosper and Preserve Your Assets!

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Reid Tattersall,  CFP®, CLU®, ChFC®, CAP®

Certified Financial Planner, Securities and Financial Advisor

Celebrating 10 years in the Securities, Financial and Insurance Industry

Reid began his insurance and financial services career in 2008 with one of the most financially sound insurance carriers in the world.  Reid is a student of the insurance business and holds CLU®, ChFC®, CFP®, CAP® designations, FINRA Series 7 and 66, as well as life, health, property & casualty licenses.

 

He is active in the Society of Financial Service Professionals (SFSP), Financial Planning Association (FPA), National Association of Insurance & Financial Advisors (NAIFA), and the Estate Planning Council.  After obtaining a degree in Business Administration from California Polytechnic State University San Luis Obispo in 2009, he joined his father’s 37 years of experience at BackNine Insurance and Financial Services, Inc.

 

Reid resides in Thousand Oaks, California with his wife Megan and their son RJ and daughter Morgan.  He is an adventure seeker and loves his job.

 

“There’s so much opportunity in this industry.  I wake up each day excited to work with individuals and make a meaningful advancement in their lives.  We have an amazing team and an incredible economic environment for our solutions.”

is an INDEPENDENT FINANCIAL ADVISORY FIRM.

Plan, Prosper and Preserve Your Assets!

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** Some of the Information on this site has been derived from different resources such as the National Financial Planning Association, Securities and Exchange and  Commission, Department of Insurance and Investopedia

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