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About

Thomas Boles, MBA, RFC

Principal, Registered Representative, Investment Advisor Representative

619-260-6040
619-260-6049
800-365-8884
thomas.boles@telesisfinancial.com

Thomas Boles is the President and owner of Telesis Financial.  He holds an MBA in Finance and the designation of Registered Financial Consultant.  Thomas completed the Personal Financial Planning program through UCLA and received the UCLA Certificate in Financial Planning.  He has been a financial services professional in San Diego for over fifteen years.  Thomas also provides customized business and financial consulting for the small business community.

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Thomas Boles, MBA, EA

Registered Principal

619-260-6040
619-260-6049
800-365-8884
thomas.boles@telesisfinancial.com

Thomas Boles is the President and owner of Telesis Tax & Financial. He holds an MBA in Finance, is a Registered Tax Preparer and is an IRS Enrolled Agent. As an EA, Thomas can represent his clients before the IRS. Thomas completed the Personal Financial Planning program through UCLA and received the UCLA Certificate in Financial Planning. He has been a financial services professional in San Diego for over twenty years. Thomas also provides customized business and financial consulting for the small business community.

Iain P. Reilly, CFP

Investment Advisor Representative

Iain@telesisfinancial.com

For almost 20 years, Iain has served individual, professional, business owner, corporate, and non-profit clients.  His advisory process focuses on establishing client goals and objectives, developing a customized financial analysis, and monitoring results.  Prior to joining the Telesis team, Iain worked as Senior Relationship Manager for a well known San Diego Wealth Management Firm.

Michael Zeiger

Investment Advisor Representative

mike.zeiger@telesisfinancial.com

Michael is originally from Long Island, New York and came to San Diego by his service in the U.S. Navy as a Hospital Corpsman. After his U.S. Navy service he worked as a medical assistant for Sharp Healthcare and considered a career in medicine, but always had an interest in business and finance. Michael became a financial advisor in 2003 and since then has had the privilege of helping families with their retirement, college, investment, insurance and ongoing financial planning.

Alicia Green

Office Manager

alicia@telesisfinancial.com

Alicia provides office services by executing administrative systems, procedures, and monitoring organizational projects.

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1011 Camino Del Rio So. Ste. 530
San Diego, California
92108 United States
  •  Tel: 619-260-6040
  •  Toll Free: 800-365-8884
  •  Fax: 619-260-6049
  •  thomas.boles@telesisfinancial.com
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  •  
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Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.Cetera is under separate ownership from any other named entity. CA Insurance Lic: 0D56180

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

1011 Camino Del Rio South, Suite 530, San Diego, California 92108 United States

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

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