As your financial advisor, I believe it's important to invest my time in understanding what is important to you before you invest your money. Working with your CPA, attorney and other professionals, I can help determine appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you can have more options when you retire, regardless of what you decide to do.
In 2004, I began my Edward Jones career as a financial advisor in Swedesboro, NJ and in 2006, moved to the Medford branch. In 2019, I received the Jim McKenzie Award for exceptional achievement in building client relationships.
Before joining Edward Jones, I was a U.S. naval officer for 10 years serving on a Los Angeles-class nuclear submarine and a Nimitz-class aircraft carrier. My responsibilities included financial and inventory management. During my naval career, I achieved the rank of lieutenant commander and was awarded the Navy Achievement Medal and the Navy Commendation Medal. After my naval career, I worked in the mortgage banking industry for 5 years.
I attended George Washington University in Washington D.C. and graduated with a bachelor's degree in economics. I also did some post-graduate work at the Naval Postgraduate School in Monterey, CA and at Rutgers University in Camden, NJ.
I am presently serving on the board of directors for the Woodford Cedar Run Wildlife Refuge and I am an active member of Congregation Temple Beth Shalom in Cherry Hill.
My wife, Esther, and I live in Medford, NJ with our triplets, Edward, Victoria and Bela.
Relationships are key, and meeting face to face with my clients builds strong relationships. We meet when it is convenient for you because I recognize the challenging needs of your business and your lives. At Edward Jones, we're focused on you.
Phone NumberAl Finkelstein at (609) 714-1455
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