Mark Goldfinger

Employer firm

Stonehenge Retirement Planners CRD 292489

Reported services (Item 5G)

• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 01/2018
  Goldfinger Advisory Group
  Los Angeles, CA
• 01/2016 → 04/2018
  Retirement Wealth Advisors
  Los Angeles, CA
• 05/2017 → Present
  Mark Goldfinger Dba Goldfinger Insurance
  Irvine, CA
• 01/2018 → Present
  Stonehenge Retirement Planners Llc
  Irvine, CA

Previous Registrations

• 2016-01-11 → 2018-04-11
  Brookstone Wealth Advisors, Llc
  Los Angeles, CA
  Beverly Hills, CA
  Phoenix, AZ
  Scottsdale, AZ
• 2013-08-06 → 2016-01-04
  Rvw Wealth Llc
  Los Angeles, CA
• 2011-12-09 → 2012-08-31
  Allstate Financial Advisors, Llc
  Los Angeles, CA
• 2005-05-17 → 2010-07-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly Hills, CA
  Santa Monica, CA
  Beverly Hills, CA

Other Businesses

01/2018 - Present; Stonehenge Retirement Planners LLC - 23046 Avenida de La Carlota Suite #600 Laguna Hills, CA 92653; Investment Advisory related; owner; 50 hours/month (50 during trading hours); RIA firm, which I own. I also may sell from time to time fixed index annuities - a life insurance product - thru my own company Mark Goldfinger Insurance. Total Number of hours per month would be one or two when or if someone calls for a quote.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-11-12
• S66 Uniform Combined State Law Examination
  2005-05-16