Analysis-Driven, Client-Focused Wealth Management
With decades of experience in investment management and financial services, the partners of EF Invest hold themselves to the highest levels of service and integrity.
ELIOT M. FINKEL
Eliot Finkel founded the firm in 1974 while working as an operations analyst for an aerospace firm. He was inspired by a high-school friend, who was an investment counsel and helped his parents with their portfolio; he built the business for several years before running it full time.
As a graduate student in economics at the University Chicago, he developed a passion for economics and financial analysis, which has been instrumental in guiding the firm during the past four decades. He holds master’s degrees in business analysis and operations research from the University of Southern California, as well as a BS in mathematics from the University of Chicago.
Eliot served three elected terms as the treasurer of Beverly Hills; he founded and led the Beverly Hills Budget Review Committee; is a treasurer of the Beverly Hills Rotary; and he sits on the boards of the Beverly Hills Conference and Visitors Bureau and the Beverly Hills Police Foundation.
PETER H. FINKEL, CFA
Peter Finkel joined EF Invest in 2003 and opened the firm’s Northern California office in 2014.
Over 20 years of experience in financial services include several years doing equity research for Montgomery Asset Management and Wells Fargo Securities. He also held positions at Banc of America Securities and TD Ameritrade, where he helped launch one of the first online trading platforms. He holds an MBA from UCLA Anderson and bachelor’s degrees in economics and philosophy from the University of California, San Diego.
As a portfolio manager, he has a proven track record of outperformance, attracting new assets, and conducting in-depth research and analysis.
CHARTERED FINANCIAL ANALYST CREDENTIAL
The Chartered Financial Analyst (CFA) credential is the most respected and recognized investment management designation in the world. Charter holders master a broad range of practical portfolio management and advanced investment analysis skills, culminating in a rigorous three-part exam. As a CFA charter holder, Peter Finkel is held to the highest standards of ethics, education and professional excellence.
EF Invest proudly adheres to the CFA Institute Code of Ethics and Standards of Professional Conduct.
EF Invest is a registered investment adviser with the Securities and Exchange Commission (SEC). As such, we are required to present current and prospective clients with a copy of our ADV Brochure, Form CRS, Privacy Statement and Retirement Advice Disclosure.