About Me

The Goldfingerer spent over a decade in the investment business, starting in the 1982 working for Dean Witter Reynolds. He won the President’s Merit Award his first year, and taught Securities Analysis at a nearby college. He was trusted enough by his former lawyer friends to be elected Chairman of the Estate Planning Section of the local County Bar Association while working as a stockbroker.

From 1988 until 1991, he worked for Santa Barbara Bank and Trust as a portfolio manager running more than $150 million dollars of other people’s money. He was a Registered Investment Advisor with a small money management firm in Monterey, California from 1992 until 1994.

He has been the Principal of Investor Education Services since 1993. Has conducts continuing education workshops on "Wall Street" and other financial topics for CPAs and Lawyers in more than 15 jurisdictions, including New York, California, Michigan, Ohio, Massachusetts, New Hampshire, North and South Carolina, Georgia, , Montana, Wyoming, Indiana, Rhode Island, Virginia, Connecticut, and the District of Columbia.

He submitted financial columns for the American Bar Association Journal from 1991 until 1994. He has served on NASD arbitration panels for securities disputes in Los Angeles since 1988.

He holds a BA degree (Philosophy) from Penn State, and a JD from Hastings College of the Law in San Francisco. Holds a lifetime teaching credential from the Community College System in California. He earned a Certified Financial Planner, CFP(R), designation in 1991 from the College of Financial Planning in Denver. Earned a Certified Retirement Counselor (CRC) desgnation in 2000.

Currently a member of the California Bar, the Western Pension and Benefit Conference, and the American Society for Training and Development.

A shareholder of Berkshire Hathaway Corp., the Goldfingerer attends the company's annual meetings in Omaha to listen to the master, Buffett and Munger. The Goldfingerer considers himself competent and unbiased in the area of investor education. He does not currently hold securities licenses or sell financial products; he sells only education about handling securities.