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Introduction:
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AL TATRO
is a Registered Financial Consultant and a Licensed Certified
Financial Planner. He is the founder, President/CEO of Marina
Capital Management, Inc., a private practice,
registered investment advisory firm that provides professional
fee for service, financial consulting and wealth management
services, and specializing in
Investment Management,
Estate
and Retirement
solutions.
.
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| Credentials
and Licensing: |
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•
Certified Financial Planner
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Certified
Financial Planner Board of Standards (CFP Board) |
•
Registered Financial Consultant
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International
Association of Registered Financial Consultants
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•
Registered Investment Advisor
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California
Department of Corporations |
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Insurance Licenses
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FX,
LX, VC > California Department of Insurance |
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|
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Education: |
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Associate of Arts Degree
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Associate
Degree in Psychology and Sociology |
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El Camino
College, California
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•
Bachelor of Arts Degree
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Bachelors
Degree in Psychology and Behavioral Sciences
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| •
Graduate Studies |
Masters
Program, Applied Behavioral Sciences
|
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California
State University Dominguez Hills
|
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Professional Studies and Designations: |
Certified
Financial Planning Program
|
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|
| •
CFP Designation |
College
for Financial Planning, Denver, CO
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|
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Personal Financial Management |
John
Hancock Institute, Boston, Massachusetts |
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|
| •
Advanced Business Planning |
John
Hancock Institute, Boston, Massachusetts |
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|
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Asset Allocation & Portfolio Management |
College
for Financial Planning, Denver, CO |
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| Background:
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Al’s career as a financial professional began in 1983
with a large institutional financial services company, providing
financial planning, the management of securities, insurance
and pension programs. In 1988, he founded what is now, Marina
Capital Management, Inc. to provide professional financial
consulting and management services to the business, institutional
and private sectors. As a Christian, Al, is thankful for the
Grace of God in his life, is active in his church ministries
and supports biblical principles concerning financial planning
and personal stewardship. Al is often asked to be a guest
speaker for seminars and workshops and is a resource to government,
professional, business, church and non-profit groups. He is
currently a member of the Financial Planners Association (FPA),
The Registry of CFP Practitioners, and The International Association
of Registered Financial Consultants (IARFC), and The South
Bay Estate Planning Council. He has served on; the Board of
Directors for The Los Angeles Society of ICFP as Program Chairman;
Professional Advisory Councils and Investment Committee for,
Torrance Memorial Medical Center Health Care Foundation, and
The El Camino College Foundation, as well as, The Planned
Giving Committee for Little Company of Mary Community Health
Foundation. |
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