Meet Our People

Continuum Consulting Group is an Irvine, California based financial services firm. Our associates work as a team to provide clients with comprehensive financial, retirement, investment, business owner and estate planning using proven strategies and state-of-the-art software. Our advisors can help clients implement financial solutions to address the unique needs uncovered during the financial planning process.

Our firm's "Clients First" philosophy - is one that uniquely defines the way we do business.  The essence of this philosophy is that in all client engagements, we are committed to do whatever is required to get our clients to take the actions that are necessary to put their financial affairs in the appropriate order.  The hallmark of our firm has always been to deliver personalized financial plans and solution strategies that help meet the unique needs of our clients.

If this kind of partnership makes sense to you, give us the opportunity to personally discuss the benefits you, your family and your organization will enjoy by working with us.

 

Our Team


Daniel Koblin, CRPC®
Founder & Managing Partner
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Dan Koblin

Daniel Koblin, CRPC®

Founder & Managing Partner

Dan Koblin is Founder and Partner of Continuum Consulting Group located in Irvine, CA, and has earned the Chartered Retirement Planning Counselor (CRPC® ) designation.  Specializing in aiding retirees, business owners, and executives build comprehensive financial plans and develop customized strategies, his firm is passionate about helping clients accumulate and preserve their wealth.

With a successful business career in a number of Orange County based companies, Mr. Koblin has held executive and senior-level management positions with notable companies such as PepsiCo, Disney, Gateway Computers, Washington Mutual Bank and Alliance Imaging.  His responsibilities included compensation, organizational, and benefits design; management and executive coaching; and change management.

He has a track record of tailoring compensation, benefits and insurance programs — including health and welfare, executive compensation, employee stock option and retirement plans — for operational performance.  He also serves as an advisor and coach for a number of executives and business professionals.  Mr. Koblin is committed to community service, serving in leadership roles with numerous non-profit organizations.

Education & Registrations:
  • Bachelor of Arts in Socioeconomics, Michigan State University
  • Masters of Labor and Industrial Relations, Michigan State University
  • CRPC® designation, College of Financial Planning
  • Advanced Professional in Financial Planning (PFP) Certification, UC Irvine
  • California Insurance License
  • FINRA Series 7 Registration
  • FINRA Series 66 Registration
Publications & Presentations:
  • Speaker, Professionals In Human Resources Association, “Managing Your Fiduciary Duties”
  • Speaker, Better Investing, “Alternative Investing Strategies”
  • Speaker, Lee Hecht Harrison, “Financial Management During Changing Times”
  • Speaker, Executive Career Services, “Financial Strategies During Transition”
  • Speaker, Platinum Executive Boot Camp
  • “Laying the Groundwork for Your Future,” Published in Entrepreneurs Organization, 2010
Associations & Affiliations:
  • Member, Entrepreneurs Organization
  • Executive Committee Member and Governance Committee Chair, Volunteer Center of Orange County
  • Vice Chairman of the Board, Jewish Federation and Family Service of Orange County
  • Investment Committee, Jewish Foundation of Orange County
  • Member, Professionals in Human Resources Association (PIHRA)
  • Member, Financial Services Professionals (FSP)
  • Member, National Human Resources Administration (HRA)
Awards & Recognition:
  • Planner of the Year, 2009, Lincoln Financial Advisors / Sagemark Consulting
  • Coast Magazine, 5-Star Wealth Manager listing, 2009, 2010, 2011
William Wood, CFP®
Founder & Managing Partner
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William Wood

William Wood, CFP®

Founder & Managing Partner

As Founder and partner of Continuum Consulting Group, Bill Wood is responsible for the management and strategic direction of the firm.  In addition to this role, Bill provides comprehensive financial planning services to successful individuals and families.

In his more than 17 years of experience, Bill has developed a deep understanding of the emotional aspect of financial planning.  He enjoys family dynamics and helping make complex issues seem simple.  No two families are alike and each deserves the specialized attention that goes into designing and implementing a comprehensive financial plan.  In addition to understanding the emotional side of financial planning, a broad knowledge ranging from complex financial products to evolving tax laws is required.

Bill earned a Bachelor of Arts degree from West Chester University of Pennsylvania and holds a CERTIFIED FINANCIAL PLANNER Professional certification.  Bill is an active member of the Orange County Chapter of the Financial Planning Association and has given many lectures on retirement and investment planning over the past 17 years.

Bill Wood is a member of the prestigious President's Cabinet within Lincoln Financial Advisors.  Membership is awarded to the firm's top planners.

Bill feels that the greatest compliment he could ever receive is an introduction by a client to someone they feel would benefit from his services.

Education & Licensing:
  • Bachelor of Arts, West Chester University Pennsylvania
  • CERTIFIED FINANCIAL PLANNER™ Professional certification (CFP®)
  • California Insurance License
  • FINRA Series 7 Registration
  • FINRA Series 66 Registration
Associations & Affiliations:
  • Sponsor, Executive Boot Camp
  • Sponsor, McDermott & Bull Executive Network
  • Membership, Lincoln's President's Cabinet
David Teper
Partner
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David Teper

David Teper

Partner

David Teper is a Partner at Continuum Consulting Group located in Irvine, CA,. David specializes in working with both corporate clients and individuals on guiding and supporting their financial goals.

With a successful business career, David has held senior-level management and sales positions with notable companies such as Esker Software, Aptelis, Inc., Global Software and National Gypsum Company. His responsibilities included developing comprehensive Sales and Marketing plans, training of new employees, running seminars, and trade show presentations. His core value of “Clients First” has always been at the cornerstone of his success. He is committed to enriching the lives of family, friends and clients in as many ways as possible. He believes that life is an ever-changing journey and to help others by “paying it forward”.

David earned his Bachelor of Science degree from Eastern Michigan University and has been married for 21 years to Renay Teper and they have a 13 year old son.

Education & Licensing:
  • Bachelor of Science in Economics, Eastern Michigan University
  • California Insurance License
  • FINRA Series 7 Registration
  • FINRA Series 66 Registration
Daniel Leo, CFP®
Senior Financial Planner
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Daniel Leo

Daniel Leo, CFP®

Senior Financial Planner

Daniel entered the financial planning industry in his senior year of attending California State University Fullerton, where he earned a Bachelor's in Business Administration with an emphasis in Personal Financial Planning. While working as a financial advisor for a boutique investment advisory firm, he gained extensive experience in all facets of financial planning: investments, insurance, retirement, estate planning, and cash management.

Throughout his career, Daniel has consistently exposed himself to different areas of the industry in order to broaden his knowledge and experience. He lived and worked abroad, working with multiple international firms as an advisor, where he developed an expertise in foreign investments and currency trading. Upon returning to the states, he worked with an employee benefits firm, serving as the key financial planner to their clients. In addition, Daniel recently earned his CERTIFIED FINANCIAL PLANNER™ certification.

Above all, Daniel enjoys cultivating lifelong relationships with his clients. He strives to always act with expertise, ethical integrity, and professionalism, and truly enjoys helping people define and toward meeting their personal and financial goals.

Education & Licensing:
  • Bachelor of Arts in Business Administration; concentration in Personal Financial Planning, California State University, Fullerton
  • CERTIFIED FINANCIAL PLANNER™ Professional Certification CFP®
  • California Insurance License
  • FINRA Series 7 Registration
  • FINRA Series 66 Registration
  • FINRA Series 65 Registration
Jaspreet Sethi
Registered Representative
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Jaspreet Sethi

Jaspreet Sethi

Registered Representative

Jaspreet entered the financial planning industry after attending University of California Los Angeles, where he earned a Bachelor’s in Philosophy and Economics. While working as a financial planner for an investment advisory firm, he gained extensive experience in all facets of financial planning: Investments, retirement, estate planning, insurance and cash management.

Throughout his career, Jaspreet has exposed himself to different areas of the industry to broaden his knowledge and experience. Jaspreet is now an expert in the defined benefit plans: 401(k)s, profit sharing plans, executive and employee benefits. Jaspreet works with companies of all sizes, hospitals, doctor groups, and business owners.

By creating lifelong relationships with clients, he is able to understand their needs and do what is best for them. “Client’s first” is the philosophy he has always followed. He strives to always act with integrity and professionalism. He enjoys helping people get closer to their personal and financial goals. Jaspreet is very involved in the local community and is committed to selfless community service.

Education & Registrations:
  • Bachelor of Arts in Philosophy & Economics, University of California Los Angeles
  • Series 6 & 63<.li>
  • Series 65
  • Life/ Health
Katerina Hencova
Financial Planner
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Katerina Hencova

Katerina Hencova

Financial Planner

Katerina Hencova is a Financial Planner located in Irvine, CA who specializes in aiding retirees, business owners and executives build comprehensive financial plans and develop customized strategies to accumulate and preserve wealth.  Katerina is enthusiastic about building long term standing relationships and helping clients through the changes they may face throughout life.

Prior to joining Continuum Consulting Group, Katerina spent 9 years as a Financial Advisor with Signator Investors, Inc. under John Hancock Financial Network. She has gained vast experience in retirement planning, risk management, employee benefits and other areas of financial planning. Katerina is passionate about philanthropy and committed to community service by serving in different leadership roles with non-profit organizations. Her main focus is on helping and empowering women by providing improved financial literacy and financial education.

Katerina is active in her tennis club playing in USTA leagues and club tournaments.

Education & Licensing:
  • Bachelor of Arts in International & Economic Relations, University of New York in Prague
  • Currently pursuing CFP® certification through University of California, Irvine
  • California Insurance License
  • FINRA Series 7 Registration
  • FINRA Series 66 Registration

?Associations & Affiliations:

  • Board of Directors, NextGen, Jewish Federation & Family Services Orange County
  • Co-chair of Young Women’s Initiative
  • Women’s Philanthropy Liaison
Renay Teper
Operations Manager
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Renay Teper

Renay Teper

Operations Manager

Renay provides client support and manages operations for Continuum Consulting Group.  Renay has over 15 years of experience providing superior client service, managing and streamlining multi-unit operations and executing marketing plans.

In her current role, Renay is responsible for managing our transition to online data storage, printing and marketing efforts and ensuring accurate and timely processing of client paperwork.  Most recently Renay served as Chief of Staff for SageView Advisory Group.  Prior to joining SageView, Renay was the Corporate Account Manager at Enterprise Rent-A-Car.

Renay graduated Cum Laude from California State University Fullerton with a Bachelors Degree in Psychology.   She currently volunteers at her son's school and with the City of Irvine's Keen Resource center.  In her spare time, she enjoys reading, swimming and cycling.

Sheryl Schardt
Operations Support
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Sheryl Schardt

Sheryl Schardt

Client Services Manager

Sheryl started with Continuum Consulting Group in April 2015. She brings her organization skills, attention to detail and care for the client to her role as Administrative Support. In this role, she is responsible for the on-line data storage system, supporting management, production and follow through of paperwork for clientele, marketing efforts and ongoing projects.

Before joining the Continuum team, she worked 12 years for Spectrum Financial Network. Her primary role was Underwriting & Licensing Manager. Her main focus was liaison between the individual financial planners and brokerage firms processing new account requirements.

She received her Associate Degree in Business from Irvine Valley College. She is married and has three children. In her free time she enjoys spending time cycling and hiking.