STEVE FINKELSTEIN, CERTIFIED FINANCIAL PLANNER®
Check the background of this investment professional on FINRA’s BrokerCheck.
How 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.
Steve has worked in the financial services industry for nearly 30 years. After becoming a CFP® practitioner in 1999, he was a sole proprietor before merging with two colleagues to create a 25-person firm in 2000. In 2007, Steve 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® practitioner, Steve is a member of the Financial Planning Association (FPA). He is a past board member for AdvisorNet Financial, which was an elected position by his peers and involved in the decision making process for how the $40 million firm runs and operates. Steve is a frequent speaker and author on financial topics including conducting educational seminars for the members of AAA Minneapolis, Target team members and teaches an ethics class and best practices to his peers and colleagues.
Certified Financial Planner™
University of Minnesota
Steve Finkelstein has dedicated his personal life to the advancement of those in his community. When BestPrep was getting off the ground, Steve connected the statewide nonprofit with the financial planning community and served on the recruiting committee. He’s also spoken in classrooms and at the Minnesota Business Venture (MBV) program.
The father of three, Steve had the opportunity to coach his children in the Wayzata Youth Hockey Association and Plymouth Wayzata Baseball Association. He’s grateful for being able to witness the impact sports and teamwork had on their lives.
If you’re looking for Steve after-hours or on the weekend, you might find him golfing or having a beverage with friends and colleagues. Otherwise, he and his wife might be entertaining guests at their Plymouth home.
“My goal is to keep it simple. Serve on a board or two to maintain my business connections. Mentor younger entrepreneurs’. Maintain my community involvement through volunteering. Rebuild a muscle car. Visit national parks. Continue to learn. Have more time to have a cup of coffee. Maintain strong connections with children who will likely be spread out all over the place. AND, HANG AROUND STERLING TO DRIVE THEM CRAZY.”