Mr. Finkelstein received his Bachelor of Arts degree in Business from California State University at Northridge, and earned his Juris Doctor degree from Western State University College of Law in Fullerton, California.

Mr. Finkelstein serves as a Judge Pro-Tem for the Alameda County courts on a regular basis.

A frequent lecturer on estate and charitable planning topics, Mr. Finkelstein has presented numerous training and educational seminars to allied professionals, corporations and non-profit organizations, including Prudential, Morgan Stanley, Axa Advisors, Bear Sterns and the Kiwanis Club, among others.

Mr. Finkelstein has appeared as a guest on radio talk shows speaking on the need for proper and timely estate and family legacy planning. He is a frequent contributor to local newspapers.

Mr. Finkelstein is licensed to practice law in California and is a member of the WealthCounsel National Study Group, a small, invitation-only group of nationally recognized estate planning professionals. The Group meets quarterly to learn directly from the most widely recognized experts in the country, the most current information on advanced estate planning concepts, strategies and changes in the law. He is also a member of the Trust and Estate Section of the Bar Association of San Francisco, the Alameda County Bar Association and the East Bay Estate Planning Counsel.

Mr. Finkelstein is a member of numerous business and civic organizations, including the Alameda Chamber of Commerce, the Alameda Art Center, he is the past president of the Kiwanis Club of Alameda, and is an active member of the Elks Lodge 1015 and the Park Street Business Association.

A second-generation native Californian, his roots in the community of Alameda run deep. He is a frequent volunteer to many of the non-profit organizations in town, donating time to the Alameda Food Bank, delivering for Meals on Wheels and volunteering time for the Alameda Civic Light Opera and the American Cancer Society.