Marah Fineberg-Kuck
Marah Fineberg-Kuck is a CFP-designated registered investment advisor at Fineberg Financial Management LLC, based in Seal Beach, CA, with 23 years of industry experience. Marah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fineberg Financial Management offers asset management services where they create and manage investment portfolios for clients. The annual fee will not exceed 1.50% of the value of your portfolio. The fee is calculated quarterly in advance. Fees are negotiable depending on the scope and complexity of the engagement. Fineberg Financial Management also uses third-party money managers, and their fees are in addition to Fineberg's fees.
Location
3020 Old Ranch Parkway, Suite 300, Seal Beach, CA, 90740
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2012Customer Dispute
June 2009Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Marah is involved in several outside business activities, including serving as president of a women's empowerment non-profit, volunteering with the Financial Planning Association, and volunteering with the SIFMA Foundation. She also engages in insurance sales with multiple carriers and works with Pacific Southwest Financial and The Annuity Consultants, dedicating a few hours per week to these insurance-related activities.
Employment History
Current Registrations
Fineberg Financial Management LLC
Private Client Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Pmb Securities CORP.Broker
Securian Financial Services, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.