bio
Tolen Teigen joined intellicents as a Financial Consultant. With over two decades of experience in finance and investment management, he is dedicated to helping individuals, families, and business owners achieve their financial dreams. Tolen works closely with clients to identify their goals, develop tailored strategies, and provide guidance throughout their financial journey. This includes expertise in tax minimization, estate planning, charitable giving, investment management, Social Security optimization, Medicare and long-term care planning, risk management, and retirement distribution strategies.
Tolen also provides institutional investment management services for employer-sponsored retirement plans and non-profit organizations, taking on fiduciary responsibility to ensure effective portfolio management.
Throughout his career, he has traveled nationwide to speak at industry conferences, coaching financial professionals on advanced planning strategies and the creation of impactful financial plans. With a strong focus on retirement distribution strategies, Tolen specializes in helping clients transition seamlessly from their working years into retirement, offering guidance on tax efficiency and Social Security optimization to ensure lasting financial success.
education & certifications
Tolen has B.S.B.A Finance and Bachelor of Science in Business Administration-Finance with an emphasis in Investments degrees from Northern Arizona University in Flagstaff, AZ, where he graduated Magna Cum Laude.
He also has a M.S.F.S. – Master of Science in Financial Services degree from The American College, Bryn Mawr, PA.
Tolen holds the following designations:
Certified Financial Planner (CFP)
Chartered Financial Analyst Charterholder (CFA)
Chartered Advisor for Senior Living (CASL)
Accredited Estate Planner (AEP)
Accredited Investment Fiduciary (AIF)
Certified 401(k) Professional (C(k)P)
Chartered Financial Consultant (ChFC)
my idea of living the dream
My idea of “living the dream” is spending time in a remote waterfront cabin away from technology and the hectic pace of everyday life and, with a thankful heart, slowing down to enjoy the beauty of nature and savor the cherished company of family and friends.
this is my dream job
My dream job is to be able to wake up every morning and have a meaningful impact on someone’s life. Thankfully, I live my dream job because I can help people make positive, life-altering decisions every day.
this is how i make it real
In my downtime, I like to spend time with my wife, our three kids, our three pets and our close friends either relaxing at a camp site, at a beach, or at someone’s house. I also stay fueled by my love of music and photography.