Goldfinger Advisory Group

Company:	Goldfinger Advisory Group
Contact:	Mark Goldfinger
Address:	1115 S Elm Drive #212
City:	Los Angeles
State:	CA
Zip:	90035
Phone:	310-770-5944
Fax:	310-402-5985
Email:	Mark@GoldfingerAdvisory.com
Website:	www.GoldfingerAdvisory.com

About My Practice

"My passion is helping our clients reach a point where they feel 100% secure and stress-free, knowing their financial matters are in order."

Mark has acquired many titles and professional licenses over the years, including FINRA Series 7, 31, 63 & 66, Certified Financial Manager, Chartered Retired Planning Counselor, Certified Special Needs Advisor, and Registered Investment Advisor. His current California licenses include: Life & Health Insurance, Fixed and Variable Annuities, Property & Casualty, Real Estate.

Mark personally meets with each and every client, taking the time to understand their situation, concerns, wishes, and challenges to be sure that the best strategies are in place.

Services include: Retirement Planning; 529 College Plans; Estate Planning; FDIC Insured Market Linked CDs; Fixed Indexed Annuities; Hybrid Investments; IUL – Index Universal Life; Medicare Options and Plans; Registered Investment Advisors; Social Security Planning and Strategies; Term Life Insurance; Wealth and Money Management.

Offering Advice Since

1994

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Stress free retirement planning

Licenses, Certifications, Education, and Affiliations

Designations: CRPC
Insurance Licenses:   Life Health LTC P&C
Security Licenses:   Investment Advisor Representative
Other Licenses, Certifications, Designations:    CSNA CFM
Education:   MBA
Investment Advisor Registration: IARD #137658

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Retirement Wealth Advisors

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