Peter B. Fink,  CFP<sup>&reg;</sup> - Financial Advisor

Peter B. Fink, CFP®

Financial Advisor

Lumena Financial

4679 Vista Street
San Diego, CA 92116
(310) 307-7033

General

Peter Fink is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lumena Financial in San Diego, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - I have a Series 1 NASD license.

Insurance Licenses

  • Life insurance: California
  • Fixed annuities: California
  • Variable annuities: California

Broker-Dealer Affiliation

Waddell & Reed, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances

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