Ceo, Certified Financial Planner
CurrentHow do you connect your life to your values and dreams? Ask Steve Finkelstein. As a Certified Financial Planner® (CFP®), Steve works with clients to establish clear, value-driven goals and create behaviors that support their advancement. Building a college fund. Retiring with dignity. Taking the trip of a lifetime. Steve wants to help you move from point A to point B.After becoming a CFP® in 1999, Steve was a sole proprietor for 12 years before merging with two financial planners to create a 25-person firm. Eight years later, he followed his vision of serving clients with a holistic, hands-on approach to create Sterling Retirement Resources.Sterling was built on genuine client relationships and team-based collaborative services. The name reflects the dedication Steve and his team have to helping clients achieve financial freedom through superior advice, counsel and service while providing a breadth of fiduciary services and resources.As a CFP®, Steve is a member of the Financial Planning Association (FPA). He is also one of three financial advisors who serve on the 7 person board of directors for AdvisorNet Financial. This is an elected position in which Steve is involved in the decision-making process for how the $20 million firm runs and operates. He and Megan also provide educational seminars for AAA Minneapolis and Target.
