Our Firm & Experience

Alan Temkin and Francine Temkin

Temkin Financial Group

Our Firm & Experience

Our Firm

With over 50 years of experience combined, we are dedicated to addressing the needs of our clients and working with them in achieving their financial goals.  Your dreams can become a reality...

Your family is here to enjoy life.  Our family is here to plan life.

 

Alan Temkin

My financial services work began in 1977. I am a graduate with a Bachelor of Science degree in Business from the University of Southern New Hampshire. In addition, I earned an M.B.A. from Suffolk University in 1984. To keep current, I am a member of the National Association of Insurance and Financial Advisors, the Financial Planning Association, and the Million Dollar Round Table.

 

 

With 29 years of industry experience I have learned that strong client relationships built on trust and integrity work best. It is most important that I fully understand my clients goals and finances in order for me to be of service.

 Industry Achievements

  • Financial Planner
  • Certified Long Term Care Designation, June 2004
  • MetDESK® Specialist MetLife’s Division of Estate Planning for Special Kids
  • Past President of National Association of Insurance and Financial Advisors(NAIFA) -- Boston, MA
  • Past President of National Association of Insurance Financial Advisors (NAIFA) -- Massachussetts
  • Regional Vice President of General Agents and Managers Association (GAMA)
  • Served as a MetLife Sales Manager, Agency Manager, and General Manager

Community Achievements

  • Past President of the Beverly, MA Homecoming, Inc.
  • Past Vice President of the Beverly, MA Chamber of Commerce
  • Past President of the University of Southern New Hampshire Alumni Association
  • Past member of the Board of Trustees, University of Southern New Hampshire
  • Past member of the Board of Directors, Beverly Chamber
  • Mason Liberty Large, Beverly, Ma
  • Member of the Beverly, MA Rotary Club
  • Member of the Board of Directors, Northeast Chapter of American Red Cross
  • Assistant Treasurer of Beverly,MA Rotary Club
  • President of Beverly Main Streets, Inc.

 

Francine Temkin

 

 

I began my practice in 1978.  I earned a Bachelor of Science degree from Salem State College. I’m also a member of prestigious organizations such as the National Association of Insurance and Financial Advisors.  

I currently work with local attorneys and CPA’s in coordinating and running client appreciation seminars on a quarterly basis. I have also delivered seminars in assisted living facilities for staff as well as families for those staying at the assisted living facility. Currently my husband and I conduct seminars and educational workshops for city employees, corporations and their employees, and for members of our community.

Industry Achievements

  • Million Dollar Roundtable Member
  • Certified Long Term Care Consultant
  • Northshore, MA Life Underwriters Association, Board of Directors
  • Member of the MetLife Women’s Advisory Board Council