LYNN FINKELSTEIN

LYNN FINKELSTEIN

Estate Tax Agent

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location of LYNN FINKELSTEINDelray Beach, Florida, United States

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  • Timeline

  • About me

    Rest In Peace, MBA, CPA, CFP® at LYNN FINKELSTEIN & CO, INC. Lynn Finkelstein passed away July 31, 2019. Lynn Was A Dynamic Dynamo And Fierce Entrepreneur Who Inspired Many Family And Friends And Clients.

  • Education

    • Pace University - Lubin School of Business

      -
      Master of Business Administration (M.B.A.)
  • Experience

    • New York State

      Jan 1978 - Jan 1980
      Estate Tax Agent
    • LYNN FINKELSTEIN & CO INC

      Jan 1980 - Jul 2019
      MBA, CPA, CFP®

      Expertise in Taxation, Estates, Trusts, Gifts and Retirement Planning.

    • Ernest and Young

      Jan 1980 - Jan 1982
      Tax Accountant
  • Licenses & Certifications

    • Certified Financial Planner

    • Certified Public Accountant

    • Insurance Licensed

    • MBA - Taxation