Jeani Fink

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.

Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC. Referenced companies are members of the Principal Financial Group^®, Des Moines, IA 50392. Jeani Fink, Financial Advisor. Compass Rose Financial Services is not an affiliate of any company of the Principal Financial Group^®. 3435199-032024