Jeani Fink

Financial Representative, Principal Securities Registered Representative, Financial Advisor

Experience:

  • Financial Services Representative, Compass Rose Financial Services
  • Institutional Marketing Coordinator, Capital Group / American Funds
  • Client Account Coordinator & Compliance Group Manager, Fisher Investments
  • Founder of Compass Rose Acupuncture
  • Acupuncturist at Zynga Inc.

Education & Credentials

  • Industry designations:  Series 7 & 66, Life and Health Insurance License
  • B.S.  Business Administration, Minor in Marketing, Santa Clara University
  • M.S. Traditional Chinese Medicine, American College of Traditional Chinese Medicine
  • Jeani and Tom Fink share 55 years of industry experience

Interests:

  • After twenty-two years in San Francisco, Jeani moved back to Portland to be closer to family and join her father’s financial services team.
  • Jeani enjoys spending the spring months on the tennis court coaching at her alma mater, St. Mary’s Academy.
  • Away from the office, Jeani is an avid runner and tennis player, niece and nephew-entertainer, backpacker and world traveler. While at home, she’s often tending garden, playing with her lab or working on her fixer-upper with her fiancé.

 

 

 

Phone 503-620-6262
Fax 844-222-9830