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Bert Molinsky

Bert Molinsky, American tax consultant. Certified Financial Planner; Chartered Life Underwriter; Chartered Financial Consultant; Enrolled Agent. Named Jaycee of Year Arizona Junior Chamber of Commerce, 1967.

Background

  • Molinsky, Bert was born on February 25, 1938 in Bronx, New York, United States. Son of Joseph and Ida G. (Rosenberg) Molinsky.

  • Education

    • Student, University Arizona, 1961. Student, Diablo Valley College, 1988. Student, California State University, Hayward, 1992.

    Career

    • Field superintendent INA Life, Phoenix, 1968-1972. Regional life manager Sentry Life Insurance Company, Oklahoma City, 1972-1973, Minneapolis, 1973-1975, San Francisco, 1975-1978. Manager Acacia Mutual Life, Oakland, California, 1978-1980.

      General agent American United Life, Concord, 1980-1982. Owner East Bay Triple Check Tax Services, Walnut Creek, since 1982, Tax Tactics, LLC, Peoria, Arizona, since 1993. Instructor Golden Gate University CPD, San Francisco, 1983-1993, Mount Diablo School District, Concord, 1986-1993.

      Faculty College for Finance Planning, Denver, 1983-1999. Board directors Triple Check Licensee Council.

    Major achievements

    • Certified Financial Planner. Chartered Life Underwriter. Chartered Financial Consultant.

      Enrolled Agent.

    Works

    • Contributor articles to professional journals.

    Membership

    National director United States Junior Chamber of Commerce, Phoenix, 1967. President Bnai Brith Council of Lodges, San Francisco, 1986. With United States Naval Reserve, 1955-1972.

    Fellow National Tax Practice Institute. Member Enrolled Agents, East Bay Assn Life Underwriters (president 1985-1986), Peoria Sunset Lions (past president), Arizona State Enrolled Agents Association (past president), National Association Enrolled Agents (member affiliates task force, 1997-1999, board directors since 1999).

    Personality

    Interests

    Sports.

    Connections

    • Married Donna L. Thurman, June 26, 1964. Children: Avery, Lucy, Lois, Sarah.
    • father: Joseph Molinsky
    • mother: Ida G. (Rosenberg) Molinsky
    • spouse: Donna L. Thurman
    • children: Avery Molinsky
    • Lucy Molinsky
    • Lois Molinsky
    • Sarah Molinsky
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    Born February 25, 1938
    Nationality
    • 1961
      University Arizona
    • 1988
      Diablo Valley College
    • 1992
      California State University
    • 1968 - 1972
      Field superintendent INA Life
      Phoenix, Arizona, United States
    • 1972 - 1973
      regional life manager, Sentry Life Insurance Company
      Oklahoma City, Oklahoma, United States
    • 1973 - 1975
      regional life manager, Sentry Life Insurance Company
      Minneapolis, Minnesota, United States
    • 1975 - 1978
      regional life manager, Sentry Life Insurance Company
      San Francisco, California, United States
    • 1978 - 1980
      manager, Acacia Mutual Life
      Oakland, Tennessee, United States
    • 1980 - 1982
      general agent American United Life
      Concord, North Carolina, United States
    • 1982
      owner East Bay Triple Check Tax Services
      Walnut Creek, California, United States
    • 1993
      owner East Bay Triple Check Tax Services
      Peoria, Arizona, United States
    • show more ...

    Award