Keith Finkelstein, CMT · Founder & CEO
All my life, I’ve been a planner—with a spreadsheet for practically everything. For anyone who would listen long enough, I’d make one for them too—simply because I enjoyed it. Little did I know it would one day become a career. But here we are.
In 2017, I founded MarketStrats to bring that same level of thoughtfulness and structure to others’ financial lives. Since then, I’ve had the privilege of guiding clients across the country through smart planning, calm decision-making, and long-term clarity.
I’m dedicated to eliminating financial stressors for my clients. Planning and investing can feel overwhelming, disorganized, and most significantly—time-consuming. I take pride in lifting that burden, giving you peace of mind, and helping you put your financial life on cruise control.
I was born in New York City and moved to Maryland as a young kid. I’m a lifelong NY sports fan (Knicks, Yankees, Giants, and Rangers). My wife, two young children, and I now live in Southwest Cape Coral, where I enjoy working with clients both locally and nationwide.
Quick Résumé
Current
Founder & CEO of MarketStrats, LLC
Adjunct Finance Instructor – University of Maryland Global Campus
Education
MBA Indiana University Kelley School of Business
BS Business University of Maryland Global Campus
Past Employment
Financial Advisor – Wells Fargo Advisors
Senior Analyst – Wells Fargo
Independent Stock Trader
Certifications & Licenses
Chartered Market Technician
Series 66
Custodian & Service Team
With a reputation that inspires confidence throughout the financial industry, Charles Schwab will enhance your experience with us by providing security of your assets and the best service, technology, and products available. We will always be your first point of contact, but you will also have a trained and dedicated service team at your disposal.
Partners & Affiliates
