Skip to main content

  •  Tel: 619-260-6040
  •  Toll Free: 800-365-8884
  •  Fax: 619-260-6049
  •  
  •  
  •  

  • Home
  • About
    • Why Telesis?
    • Telesis Team
  • Telesis Tax 
    • Getting Started
    • Contact Us
  • Resources
  • Contact

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

  Previous   Next

    You are here

  1. Home
  2. Tell a Friend

Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


Tell a Friend

Book a Meeting

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
  •  
  •  
  •  

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.

Online Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing

© 2025 Telesis Financial & Insurance Services. All rights reserved.

Website Design For Financial Services Professionals