Steven Finkelstein Email & Phone Number
CEO, Certified Financial Planner @ Sterling Retirement Resources, Inc.
Steven Finkelstein's Location
Wayzata, MN, US
Steven Finkelstein's Work
- CEO, Certified Financial Planner @ Sterling Retirement Resources, Inc.
- CEO, Certified Financial Planner @ Sterling Retirement Resources, Inc.
- Investment Adviser Representative @ Cetera Advisor Networks, LLC, member FINRA/SIPC
- CEO, Certified Financial Planner @ Sterling Retirement Resources, Inc.
Steven Finkelstein's Education
- University of Minnesota1977 - 1981
- University of Minnesota
Bachelor of Business Administration - BBA (Business Administration and Management, General)
Steven Finkelstein's Skills
- Leadership
- Estate Planning
- Series 63
- Public Speaking
- Insurance
- Retirement Planning
- College Funds
- Sales
- Wealth Management Services
- IRAs
Steven Finkelstein's Summary
Steven Finkelstein, based in Wayzata, MN, US, is currently a CEO, Certified Financial Planner at Sterling Retirement Resources, Inc., bringing experience from previous roles at Sterling Retirement Resources, Inc., Cetera Advisor Networks, LLC, member FINRA/SIPC and Sterling Retirement Resources. Steven Finkelstein holds a 1977 - 1981 University of Minnesota. With a robust skill set that includes Leadership, Estate Planning, Series 63, Public Speaking, Insurance and more, Steven Finkelstein contributes valuable insights to the industry. Steven Finkelstein has 1 email on RocketReach.
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