Howard Fink, CLU, ChFC, MRFC
President and Managing Partner
Vikki brings over 25 years of financial service industry experience. Vikki has extensive advanced training in financial services for more than 15 years and is a member of Howard Fink's team. Vikki earned her FINRA Series 6 (Investment company Products/ Variable Contracts Limited Representative) as well as her 63 (Uniform Securities Agent State Law Examination) both currently registered with LPL Financial.
Vikki is equipped to handle all phases of client presentations and planning. Vikki is charged with servicing all aspects of investment and insurance planning advisory services, from the preparation of applicable material including securities review and comparisons. Vikki closely assists in all planning issues for client proposals. This includes servicing for securities, insurance, financial, estate planning and all retirement plans; 401k’s, SEP’s Profit Sharing & Defined Benefit plans. Vikki earned an Associates of Arts degree from The College of the Canyons.
Director of Client Relations
Adria brings over 18 years of experience in various business aspects, including client relations, human resources, office management and accounting. Adria earned her FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative) as well as her 63 (Uniform Securities Agent State Law Examination) currently held with LPL Financial.
Adria is a member of Howard Fink’s team and manages client interfacing, correspondence, scheduling, accounting and client updates, including insurance and securities reports. Adria manages client records to be sure they are maintained currently and accurately. Additionally, Adria has experience and service responsibilities for employee benefit clients as well. Adria earned a bachelors of arts degree from California State University, Northridge.