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Fineberg Financial Management LLC
SEC-regulated
Registered investment advisor
Fineberg Financial Management LLC, led by Marah B. Fineberg-Kuck, CFP®, is a financial advisory firm based in Seal Beach, CA, established in September 2022. Marah has a background in economics and finance, with extensive experience in the financial industry dating back to 2003. She holds various licenses and professional designations, including the CFP® certification, demonstrating her commitment to high standards of professional conduct and ongoing education.
As a fiduciary, Marah is committed to acting in the best interests of her clients, offering investment and insurance products through Private Client Services, LLC. She does not receive additional compensation beyond advisory fees and commissions. Marah is involved in community service, including founding a non-profit organization focused on financial literacy and volunteering with the Financial Planning Association of Orange County.
Clients can reach Marah at 562-446-0028 for inquiries. There are no disciplinary events on record related to Marah Fineberg-Kuck. The firm's Code of Ethics guides Marah's professional conduct, and she has not been involved in any significant legal or financial disputes.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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