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Our role is to help preserve
and grow your net wealth.

Our Mission Statement:

  • Goal focused. To help you live the life you want by connecting the investment and financial dots to your specific goals and desires in life.
  • Care and guidance. We are here for you, through all of life’s expected and unexpected events. Guiding you through important decisions decisively with confidence and peace of mind.
  • Proactive Approach. Help you confidently make “money moves” to best prepare for your future and help meet your goals in the face of this ever-changing world.

At Fineberg Financial we empower you with our experience, tools and money strategies.

Our tailored value:

Your goals, needs and situation are unique and personal to you.  A tailored approach is the foundation of how we serve you.  There is no “one size fits all plan” when it comes to the care and support of your finances.  We help you write your life’s story with compassion and innovative financial guidance crafted for you.

“I am all about risk comfort zones and
the potential to help maximize gains.”

My Approach

I am all about risk comfort zones and the potential to help maximize gains.

As a professional CERTIFIED FINANCIAL PLANNER™, I approach my clients with a holistic, personalized strategy for how to best navigate the financial landscape and help preserve their interests. I provide all the facts upfront, followed by a custom implementation. With a specialty in the arenas of retail, institutional, and retirement plans for business owners your goals are my focus.

Educational Background

2002: University of California at San Diego; Double Bachelors of Science in Economics and Chinese Studies


2005: University of San Diego; International Trade Finance Certificate, International Trade Finance

Business Backgrounds

09/2022 – Present Fineberg Financial Management LLC; President, Managing Director, Chief Compliance Officer and CERTIFIED FINANCIAL PLANNER™ Professional


09/2022 – Present Private Client Services, LLC; CERTIFIED FINANCIAL PLANNER™ Practitioner, Registered Representative


12/2011 – 09/2022 Wells Fargo Clearing Services; Senior Vice President


2012 – 2018 Seal Beach Chamber of Commerce Board of Directors for 6 years and four years Chair Governmental Affairs Committee (GAC)


2017-2018 Vice President of Seal Beach Chamber of Commerce, CA


2012 – Present Member, The Financial Planning Association of Orange County (FPAOC).


2002 – Present Member of Seal Beach CA Chapter of Lions Club International


2014 – Attended by invitation only Barron’s Women Advisors Summit in Florida


03/2005 – 12/2011 Merrill Lynch Wealth Management (Bank of America Investments, Inc.), Vice President Financial Advisor


03 /2003 – 10/2004 PMB Securities Corp., La Jolla CA , Investment Officer and Financial Advisor (subsidiary of Pacific Mercantile Bank, CA)


06/2002 – 3/2003 Tax & Financial Group, Del Mar, CA, Investment & Insurance Consultant, Financial Advisor

“I’m committed to bringing
financial literacy to my community.”

Founded in 2016 by Marah Fineberg-Kuck, the Women’s Wealth Symposium (WWS) 501(c)3 is a public nonprofit and a local grassroots charity focused on one mission: to help women achieve financial literacy and improve their quality of life.

Outside the office

  • Wife
  • Mother of twin toddlers
  • Rossmoor resident
  • Collaborative activist

My Simple Pleasures

  • Traveler
  • Ancient History obsessed
  • Good music: Classical – Current
  • Movie Lover: Epic Action/SIFI
  • Sports
  • Dance

Involvement / Membership

  • Financial Planning Association of Orange County, CA
  • Seal Beach Chamber of Commerce
  • Lions Club International
  • Schwab Institutional Services
  • Private Client Services Registered Representative

Accolades

  • 2020, 2021, 2022 – Published in Fortune Magazine October Women in Business edition in the 5 Star Wealth Manager Section. (source link)
  • 2020 Sun News – Voted by local submission Financial Advisor Gold (source link)

It takes a legal standard and holistic approach

My Areas of focus


Advisory Services

Multiple types of tailored advisory services


Asset Management

Financial Planning & Consulting

Marah Fineberg-Kuck,CFP® CRPC®

Marah Fineberg-Kuck,CFP® CRPC®

CFP® CRPC® Founding President/CEO 

 Five Star Wealth Manager Award
10 year winner

Planning or consulting may encompass

  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Charitable Planning
  • Corporate and Personal Tax Planning
  • Cost Segregation Study
  • Corporate Structure
  • Insurance
  • Real Estate Analysis
  • Mortgage/Debt Analysis
  • Insurance Analysis
  • Lines of Credit Evaluation
  • Business and Personal Financial Planning

Fineberg Financial Management is a proud member and supporter of:

      

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