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Finn C
Series 65
Malibu, CA
RMR Wealth Builders, Inc.
Finn Case is a Series 65-licensed financial advisor at RMR Wealth Builders, Inc. with one year of industry experience. Prior to joining RMR Wealth Builders, he worked in educational roles at University of California Santa Barbara, Santa Barbara City College, Malibu High School, and Malibu Middle School. He also had a two-year tenure at Malibu Delivery. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars.
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