Funds Used With Clients
Firm Client types
|University of Maryland University College||2 years, 5 months||Jan 2017 - Present|
|MarketStrats, LLC||2 years, 5 months||Jan 2017 - Present|
|Wells Fargo Advisors, LLC||2 years, 6 months||Jul 2014 - Jan 2017|
|Wells Fargo||9 months||Oct 2013 - Jul 2014|
|Wells Fargo||1 year, 7 months||Mar 2012 - Oct 2013|
|Self-Employed/Fink Finance, LLC||2 years, 9 months||Jun 2009 - Mar 2012|
Designations & Memberships
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
XY Planning NetworkMembershipThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Chartered Market TechnicianDesignationThe MTA has the following stated mission: Attract and retain a membership of professionals devoting their efforts to using and expanding the field of technical analysis and sharing their body of knowledge with their fellow members. Establish, maintain, and encourage the highest standards of professional competence and ethics among technical analysts. Educate the public and the investment community of the value and universality of technical analysis.
Articles and Answers
Insights by Keith Finkelstein
AnswersAsk a financial questionAsk a question
|Are John Hancock 401K plan good?
As of a couple of years ago, they had some good target date funds with low expense ratios. I haven't come across them recently but I gotta imagine that those funds are still available....  (more)
Answered Aug 2018
Licenses & Conducts
$11.2MTotal Assets Under Management
N/ATotal Assets Under Advisement
$92.1KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees