Keith Finkelstein
MBA, CMT®
MarketStrats
Founder & CEO
Keith Finkelstein
MBA, CMT®
MarketStrats
Founder & CEO
Our comprehensive planning process creates easy-to-understand steps to reach your goals and will quantify your risk/return objectives. Allow your assets to be managed with purpose while we provide the kind of transparency that this industry often lacks. - Keith Finkelstein, MBA, CMT®
Fee-Only financial planner located in Cape Coral, Florida, serving clients locally and across the country
Keith Finkelstein is a Cape Coral, FL fee-only financial planner. MarketStrats, LLC provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Keith Finkelstein is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Keith Finkelstein, CMT® is the Founder & CEO of MarketStrats located in Cape Coral, FL.
All my life, I have been a planner with a spreadsheet for practically everything. For anyone that would listen to me long enough, I’d make one for them too—and really just because I liked doing it. Little did I know I’d make a career out of it one day. But here we are.
I am dedicated to eliminating the financial stressors of Southwest Florida transplants and snowbirds. You and I both know that those 401(k)s, IRAs, and savings accounts need to hold up in retirement. Especially in a Southwest Florida retirement that has so much to offer. With volatile markets, it can be daunting, hard to manage, and perhaps most significantly—time consuming. I take great pride in alleviating these pressures, giving you financial clarity, and making sure that your retirement is on cruise control.
I was born in New York, raised mostly in Maryland, and had a three year stop in Michigan. My wife and I had a destination wedding split between Cape Coral and Sanibel Island back in 2015 and decided soon after that this Waterfront Wonderland was the place that we wanted be forever. The warm weather, beaches, and beautiful canals. We were sold. Our family must have agreed because a lot of them moved here too.
So, here we are raising our little daughter in a SWFL paradise while we both work our dream jobs. My wife as a physician at Lee Health, and me, well, you already know what I do. Mostly. Along the way, I picked up several credentials and more importantly, the life experiences that allows people like you to entrust me with their financial lives.
Keith Finkelstein is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
There is no need to question your financial advisor’s motives any longer. Working with us is different. We took an oath to adhere to the fiduciary standard. This means that we put your interests first—always. We do not get paid commissions from other investment or insurance companies. Unlike many of our competitors, we represent you and only you!
As a Registered Investment Advisor, our firm offers a cost-effective and transparent approach to wealth management. Our mission is to develop a life-long relationship with you and your family. We use our evidence-based investment strategies and sync them up with a comprehensive financial plan built specifically for you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Keith Finkelstein is a Chartered Market Technician®Completing the CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. Our market philosophy is grounded in behavioral economics and extends beyond classical pattern recognition techniques to include quantitative approaches to market research and rules based trading system design and testing.
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Keith Finkelstein is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Keith Finkelstein is Quoted on CNBC: "Where bond guru Bill Gross is investing his money after calling bear market"
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Keith Finkelstein is Quoted in US News and World Report: "Pros and Cons to Investing in Allstate Stock"
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Keith Finkelstein is Quoted in the Wall Street Journal: "Stock Indexes Cross Above Key Technical Level"
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Keith Finkelstein is Quoted in Financial Planning Magazine: "What Hollywood gets right and wrong about financial advisors"
Contact Keith Finkelstein
Office Locations:
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By Appointment
Cape Coral, FL 33914
