Barry L. Finkelstein, Ph.D., MSFS, CLU, CFP
Evaluator · DISC type scdBarry Finkelstein is a seasoned Financial Adviser with Eagle Strategies, LLC, and New York Life. With a Ph. D. from the University of Wisconsin-Madison and over four decades of experience, he specializes in helping clients navigate significant life events with comprehensive financial planning, investment advisory, and insurance services, driven by insight and compassion.
Originally from New York City, Barrys professional mission was profoundly shaped by the events of September 11, 2001. This experience solidified his resolve to use his financial expertise to provide security and stability for his clients and fellow citizens, a commitment he has honored ever since.
Unique Fact: He was a 23-year veteran of the financial services industry when he witnessed the 9/11 attacks in his hometown, which inspired his professional vow.
Read the full overview →How Barry shows up
They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there
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Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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