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

Peter Fink, CFP®

Financial Advisor

Lumena Financial Strategies, Inc.

4679 Vista Street
San Diego, CA 92116
FINANCIAL ADVISOR'S WEBSITE
(833) 597-9429
(619) 295-9930

General

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

Financial Advisor Overview

Peter B. Fink has been a Financial Advisor since 1964. He began his career as a stockbroker at Shearson, Hammill & Co. in Beverly Hills, CA and joined Waddell & Reed in 2012 as a Financial Advisor. With offices in Santa Monica and San Diego, CA, he serves clients primarily through his research and monitoring of the markets. He believes that communication and education are some of the keys to long-term relationships and is known for his frank and open conversations.

Peter earned a Bachelor’s degree from West Virginia Wesleyan College and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2007.

Outside of business, Peter is very active with the American Youth Soccer Organization and is a Referee, Referee Instructor, Assessor, Evaluator and Mentor. Additionally, he is a member of the Board of Governors of the City of Hope in Duarte, CA. He is a proud grandfather and enjoys skiing and motorcycle riding, balancing his love of the markets with his love of family and community.


Waddell & Reed is not affiliated with any other organizations referenced. 12/19

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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

Peter Fink is a Financial Advisor offering Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. Lumena Financial Strategies, Inc. is a name used by independent advisors associated with Waddell & Reed for marketing purposes.

Financial Advisor's Specialties

Annuities, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances

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