Keith Finkelstein, CMT · Founder & CEO

All my life, I have been a planner with a spreadsheet for practically everything. For anyone that would listen to me long enough, I’d make one for them too—and really just because I liked doing it. Little did I know I’d make a career out of it one day. But here we are.

I am dedicated to eliminating the financial stressors of my clients. Planning and investing can be daunting, hard to manage, and perhaps most significantly—time-consuming. I take great pride in alleviating these pressures, giving you financial clarity, and making sure that your financial lives are on cruise control.

I was born in New York City and moved to Maryland when I was a young kid. I’m a big NY sports fan (Knicks, Yankees, Giants, and Rangers). My wife, two young children, and I live in Southwest Cape Coral where I enjoy working with clients locally and all over the country.

Quick Résumé


Founder & CEO of MarketStrats, LLC
Adjunct Finance Instructor – University of Maryland Global Campus


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

Something else you want to know? Feel free to email me.

Custodian & Service Team

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.

Charles Schwab and You
Providing solutions and resources to help you pursue financial success.

Partners & Affiliates