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3020 Old Ranch Parkway, Suite 300, Seal Beach, CA 90740

562-446-0028
marah@finebergfinancial.com

INNOVATIVE. EXPERIENCED. COMPASSIONATE.
Fineberg Financial Management

AN INDEPENDENT REGISTERED INVESTMENT ADVISORY FIRM

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Welcome to the Fineberg way of approaching your financial well-being. We are built on a passion to help you live the life you want. How you ask? By closely examining and connecting all the dots that make up your world and how you wish to live in it.

We examine your big picture and break it all down by your financials, assets, liabilities and risks. It is with this approach we can best design a financial road map to fit and keep you in the driver’s seat, helping pursue your goals.

Intentionally designed as a boutique firm we tailor our services to you. It’s a relationship of trust, advice, support and management through all of life’s moments…big, small, expected and the unexpected. We best serve those who desire to be treated as family.

Our role is to preserve your wealth and grow it.

How can we help you?

Individual / Family Planning

Individual / Family Planning

 Business / Enterprise Planning

 Business / Enterprise Planning

FACT:
Money plays a huge role in our lives. It impacts our quality of living, education, career, family life, goals, experiences, retirement, and legacy.

The more you talk about money with an informed and holistic team, the more you can open the doors to financial freedom as defined by you. At Fineberg Financial Management we believe in candid and detailed conversations surrounding your financial picture.

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Your assets and finances are an ecosystem.

As a full service firm we can support you in a variety of areas.

Financial Planning Individuals

Construct a full plan to your goals designed to help you peruse your objectives.

Financial Planning Business Owners

Construct a full plan that aligns with the complexities that come with owning, building and balancing personal life as an entrepreneur.

Investments

Short, mid and long term growth. All requires experience, patience and solid strategies.

Retirement Planning

Review and manage your assets, helping you to reach financial security in your retirement.

Insurance

Protect what you have built. Review and advise the right policies for your situation.

College Planning

Rising costs in education demand solid planning for one of life’s biggest investments.

Group Benefits Advisement

Group Benefits Advisement
Grow your team and your business
with group benefits.

Estate Planning Guidance

Plan and anticipate for the transition and disbursement of your wealth and assets.

Tax planning

Tax planning should be an essential part of an individual investor’s financial plan.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
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Listening and thinking differently is in our DNA.
Fineberg Financial Management

We listen, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes to stay ahead of your expectations to help achieve your goals.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."