Our Qualifications

Arthur A. Finkle has been providing financial services since 1966.  He is a Chartered Life Underwriter and Chartered Financial Consultant.  CA insurance license: OB12211.

Daniel A. Finkle has been providing financial services since 1998.  He is a CERTIFIED FINANCIAL PLANNER (TM).  CA insurance license: OE10887.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck