Dean C. Tellone, the President and CEO, founded Tellone Financial Services, Inc., in 1975 in Anaheim Hills, California. Mr. Tellone was born in Southern California and has resided in Anaheim Hills for over 40 years. His formal education includes under-graduate studies at the University of Arizona where he graduated in 1971 with a degree in Business Administration. Subsequent to his undergraduate degree, he pursued further study at Cal Poly Pomona where, in 1987, he received his M.B.A.
Dean passed the Series 2 ‑ Non Member General Securities Exam in 1985. He also received his CFP® designation in 1988. In April, 1991, he completed the testing and prerequisites to become an Enrolled Agent (EA).
The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
An enrolled agent is a person who has earned the privilege of practicing, that is, representing taxpayers, before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can practice before.