CEO, CERTIFIED FINANCIAL PLANNER™
How do you connect your best 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. For example, building a college fund, or retiring with dignity. Or perhaps taking a vacation trip of a lifetime. On the other hand, the goal might be more altruistic, such as leaving a legacy to your family or community.
Steve began his career as a Financial Advisor in 1989. He became a CFP® practitioner in 1999. Steve followed his vision of serving clients with a holistic, hands-on approach when he created Sterling Retirement Resources. As CEO, Steve is primarily responsible for advising clients on their wealth management goals. However, he is also responsible for guiding Sterling Retirement Resource’s future.
Steve is a member of the Financial Planning Association (FPA). He is a past board member for AdvisorNet Financial, an elected position chosen by his peers. He is a frequent speaker, author and trainer on financial topics, including ethics and best practices in the financial services industry.
Certified Financial Planner™
University of Minnesota
IN THE NEXT
“Besides staying in touch with the business community and continuing to volunteer and mentor younger entrepreneurs, my bucket list includes rebuilding a muscle car, spending the winter in Palm Desert and visiting the national parks. Of course, I want to maintain my strong connections with my children. If the cosmos lets me, I hope to HANG AROUND STERLING TO DRIVE THEM CRAZY.”
Steve connected Minnesota nonprofit BestPrep with the financial planning community and served on the recruiting committee during their start-up years. He has spoken in classrooms and at the Minnesota Business Venture (MBV) program.
The father of three had the opportunity to coach his children in the Wayzata Youth Hockey Association and Plymouth Wayzata Baseball Association. These days, he may be golfing or having a beverage with friends and colleagues. He and his wife Stacy also enjoy entertaining guests at their home.