Richard Finkelstein

Richard Finkelstein Email and Phone Number

Creative Ideas for Financial Solutions @ Peak Pro Financial
7979 E Tufts Ave,
Richard Finkelstein's Location
Las Vegas Metropolitan Area, United States, United States
Richard Finkelstein's Contact Details

Richard Finkelstein work email

Richard Finkelstein personal email

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About Richard Finkelstein

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.Contact me to discuss your financial future at 310-938-5345.

Richard Finkelstein's Current Company Details
Peak Pro Financial

Peak Pro Financial

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Creative Ideas for Financial Solutions
7979 E Tufts Ave,
Website:
peakprofinancial.com
Employees:
24
Richard Finkelstein Work Experience Details
  • Peak Pro Financial
    Peak Pro Financial
    Las Vegas, Nv, Us
    View
  • Peak Pro Financial
    Senior Design Analyst
    Peak Pro Financial Dec 2023 - Present
  • Life Insurance Dynamics
    Senior Consultant
    Life Insurance Dynamics May 2014 - Dec 2023
    Life insurance, annuity, disability and long term care consultant to agents, advisors and agencies. Experienced in integrating fixed insurance in security advisors practices. Case design including business and estate planning as well as direct advisor and client point of saleMedicare sales
  • Partners Advantage Insurance Services, Llc
    Advanced Markets Consultant
    Partners Advantage Insurance Services, Llc Jan 2010 - May 2014
    Rolling Meadows, Illinois, Us
    View
  • Total Financial Insurance Services
    Executive Brokerage
    Total Financial Insurance Services Dec 2005 - Jan 2010
  • Ing Advisors Network
    Advanced Markets Consultant
    Ing Advisors Network Aug 1998 - Nov 2003
    Amsterdam, North Holland, Nl
    View

Richard Finkelstein Skills

Life Insurance Fixed Annuities Disability Insurance Retirement Retirement Planning Universal Life Insurance Strategic Financial Planning Term Life Insurance Long Term Care Insurance Long Term Care Series 6 Iras 401k Estate Planning Financial Planners Series 63 Wealth Accumulation Underwriting 401k Rollovers Roth Ira Investments Health Insurance Small Business Employee Benefits Financial Advisory Financial Planning Variable Annuities Whole Life Series 7 Financial Services Wealth Management Finance Brokers Mutual Funds Strategic Planning Marketing Risk Management Sales Customer Service Management Critical Illness

Richard Finkelstein Education Details

  • University Of Michigan - Stephen M. Ross School Of Business
    University Of Michigan - Stephen M. Ross School Of Business
    Finance And International Business

Frequently Asked Questions about Richard Finkelstein

What company does Richard Finkelstein work for?

Richard Finkelstein works for Peak Pro Financial

What is Richard Finkelstein's role at the current company?

Richard Finkelstein's current role is Creative Ideas for Financial Solutions.

What is Richard Finkelstein's email address?

Richard Finkelstein's email address is rf****@****age.com

What schools did Richard Finkelstein attend?

Richard Finkelstein attended University Of Michigan - Stephen M. Ross School Of Business.

What skills is Richard Finkelstein known for?

Richard Finkelstein has skills like Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Retirement Planning, Universal Life, Insurance, Strategic Financial Planning, Term Life Insurance, Long Term Care Insurance, Long Term Care, Series 6.

Who are Richard Finkelstein's colleagues?

Richard Finkelstein's colleagues are Gabe Myers, Jennifer Sinkiewicz, Jamie Underwood, Tracy Emerick, Michelle Cramer, Annie Myers, Ryan Inman.

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