Member of the Affiliate Chapter
 
Peter Finkel
Investment Adviser
EF Invest

Eliot Finkel Investment Counsel manages investment portfolios by combining intelligent advice and careful analysis with exceptional service. We start by helping our clients plan their financial future and then design and manage their investment portfolio to help them get there. Our income strategy has worked well: the clients that have been with us for a decade have twice as much money as they would have if invested in a typical index fund. How do we do it? We're not brokers but independent advisers that conduct our own economic analysis and company research. As a result we avoid the low returns and high fees caused by the conflicts of interest, groupthink and short-termism in the industry.


Work Address
EF Invest

156 Second Street, Suite 312
San Francisco, CA 94105
Profession
Registered Investment Adviser
21years experience.
Specialization
Manage income-oriented investment portfolios
Phone
310-922-6824
Fax
415-484-7752
pfinkel@efinvest.com
Business Website
UCLA Involvement
 
 Education
 UCLA MBA 2006
  UCSD - Warren College BA/BS 1996
 

Professional Groups
CFA Institute CFA Society of Los Angeles

University Groups
UCLA Anderson Alumni


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