Peter B Fink, CFP®

Peter B Fink began his career as a stockbroker in 1964 at Shearson, Hammill & Co. in Beverly Hills, CA and joined Lumena Financial Strategies in 2017.  With offices in Santa Monica and the Kensington district of San Diego, he serves clients primarily through his research and monitoring of the markets.  He believes that communication and education are the keys to long-term relationships and is known for his frank and open conversations.

Peter earned a Bachelor’s degree from West Virginia Wesleyan College and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2007. 

Outside of business, he is very active with the American Youth Soccer Organization and is a referee, referee instructor, assessor, evaluator and mentor besides being a member of the Board of Governors of the City of Hope in Duarte, CA.  He is a proud grandfather and enjoys refereeing, skiing, snowmobiling, and motorcycle riding, balancing his love of the markets with his love of family and community.