Inside Tellone

President, Dean (Dino) C. Tellone, wealth manager, founded Tellone Financial Services, Inc. in 1975 in Anaheim Hills, California. Mr. Tellone graduated from the University of Arizona in 1971 with a degree in Business Administration.  Subsequently, he received an M.B.A. from Cal Poly Pomona in 1987 and completed the certificate program through the College of Financial Planning in Denver, CO, in 1988.  In April 1991, Mr. Tellone became an Enrolled Agent.

Tellone Financial, continuing to grow steadily each year, has amassed an active clientele list that stretches throughout the United States. Dean Tellone, MBA, EA, CFP, has assembled a high-caliber staff and a team of financial planning associates and investment advisers that are available to serve the diverse needs required by his clients.

Mr. Tellone has dedicated himself to giving his clients the best possible service by providing a “personalized wealth-building program.”  This concept has enabled Tellone Financial services to offer its clients a total integrated investment program that is custom-tailored to help each person maximize their personal wealth.

Through Mr. Tellone’s investment success, Tellone Management Group, Inc. was incorporated as a Registered Investment Advisor in February 1987. Today, Tellone Management Group, Inc. manages ten successful investment partnerships providing varying degrees of financial investments in stocks, bonds and mortgages. Tellone Management Group also manages over 700 accounts through Schwab Institutional.

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