Steven C. Finkelstein,  CFP<sup>&reg;</sup> - Financial Advisor

Steven C. Finkelstein, CFP®

Financial Advisor

Sterling Retirement Resources, Inc.

120 Broadway, Ste 200
Wayzata, MN 55391
FINANCIAL ADVISOR'S WEBSITE
(763) 762-3400

General

Steven Finkelstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sterling Retirement Resources, Inc. in Wayzata, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cetera Financial Group

Financial Advisor's Specialties

Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Employee Benefits, Getting Married, Insurance, Stocks & Bonds, Startup, Succession Planning, Long-term Care, Sudden Wealth

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