Confidence Financial

Robert Fink

Robert Fink


Robert A. Fink, J.D., a tax and estate planning attorney, has been helping his clients deal with the challenges of saving, growing and protecting their assets after the 2008 stock market crash. The economic changes that have taken place are more fundamental than a dip in the market. We are facing a “new normal” that requires new thinking

Rob has a professional history perfectly suited to creating and implementing innovative tax reduction and retirement planning strategies for high net worth individuals and business owners. His unique combination of legal, tax and insurance knowledge helps his clients to meet their financial goals. He has had great success in putting together strategies to deal with market volatility and record low rates of return, while also minimizing the impact of taxes on his client’s assets and estates.

Having worked in the estate and tax planning arena for over 23 years, Rob is recognized as one of the nation's preeminent experts in his field. He frequently lectures to both the public and other financial professionals.

Rob received his Juris Doctorate degree in 1994 from the University of Detroit Mercy School of Law where his focus was estate planning, taxation, insurance and business planning. He relocated to San Diego to establish a practice specializing in advanced estate and insurance planning. He is a member of the bar in both Michigan and California, and maintains a life insurance license. He is married and has two young boys.