Neil Finestone, President, Finestone Partners
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This profile was last updated on 1/8/14 and contains information from public web pages and contributions from the ZoomInfo community.
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Neil R. Finestone

Wrong Neil R. Finestone?

President

Finestone Strategy Partners
Phone: (310) ***-****  HQ Phone
Email: n***@***.com
Local Address: Los Angeles, California, United States
Finestone Partners
9100 Wilshire Blvd., Suite 720E
Beverly Hills, California 90212
United States

Company Description: Finestone Partners brings three decades of industry experience and expertise to our clientele. We believe that our clients recognize and value our specialized...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Bachelor of Commerce of Economics , Economics / International Business
    Concordia University Business School
14 Total References
Web References
The Team
www.finestonepartners.com, 8 Jan 2014 [cached]
Neil Finestone
CEO, Finestone Partners Registered Principal , RJFS Mr. Finestone is primarily responsible for overseeing the direction of the firm, as well as developing client strategies. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC) licenses, the Accredited Investment Fiduciary® (AIF) designation, as well as the Series 7, 24, 63, and 65 securities registrations, as well as licenses for variable annuities, life & health & disability insurance in 25 states and 4 provinces. He has more than 28 years of experience in financial planning .. View full biography
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Her responsibilities include prioritizing the firm's meetings and events as well as Mr. Finestone's appointments and supporting him in the implementation of financial plans and health policies. She assists the Finestone team by providing the administration, clerical and editing skills needed to complete insurance, retirement and investment paperwork to the providers and our clients.
Jarvis & Mandell, LLC
www.jarvisandmandell.com, 23 Nov 2005 [cached]
Neil R. Finestone, CFP, CLU, ChFC, CA License #OD87974
Mr. Finestone's business experience includes: Insurance brokerage training with A.F.I. Insurance Brokers (Montreal); Finance and Administration and Supervision of Western Canada for Procter and Gamble; and International sales and marketing with Sunkist.Mr. Finestone entered the Financial Services Industry as a Financial Planner in 1983.
Mr. Finestone has been awarded the professional designations of Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC) and has qualified under both the American College's Professional Achievement in Continuing Education (PACE) program, and the IBCFP continuing education curriculum.
Organization memberships include: International Board of Standards for Certified Financial Planners, the American Society of Chartered Financial Consultants & Chartered Life Underwriters, the National Association of Life Underwriters and the International Association of Financial Planners, Canadian Association of Financial Service Professionals.
Mr. Finestone is a Registered Representative and Registered Principal with Raymond James Financial Services, President of Finestone Strategy Partners, a Registered Investment Advisor, and CEO of Life Insurance Analysts, Inc. a fee based Insurance consulting company.He is a third generation owner of Finestone & Sons (1924), Ltd. (Canada) specializing in cross-border Estate and Financial planning.
Mr. Finestone is one of only 35 life insurance professionals in the State of California who have been granted the Life & Disability Analyst license from the California Department of Insurance indicating fiduciary and recognized expert status, and provides fee based Life and Disability Insurance analysis through Life Insurance Analysts, Inc. to attorneys exclusively.
Mr. Finestone teaches and lectures on Financial Planning, Insurance, and Investments and provides consulting and expert testimony in the areas of Insurance, Financial and Benefit Planning.He is faculty member emeritus of the College for Financial Planning (Denver, Colorado) and has taught financial planning for California Lutheran University, Loyola Marymount University and California State University at Northridge (CSUN).
Neil R. Finestone earned a Bachelor of Commerce degree in Economics from Concordia University Business School, Montreal, Canada, where he was admitted to the Concordia University Garnet Key Honors Society.He earned his certificate in Financial Planning from the University of Southern California (CCE) Financial Planning Program.
Neil Finestone
www.finestonepartners.com, 8 Jan 2014 [cached]
Neil Finestone
CEO, Finestone Partners Registered Principal , RJFS
Phone: (310) 432-7020 neil@finestonepartners.com
Mr. Finestone is primarily responsible for overseeing the direction of the firm, as well as developing client strategies. He holds the CERTIFIED FINANCIAL PLANNER™(CFP®), Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC) licenses, the Accredited Investment Fiduciary® (AIF) designation, as well as the Series 7, 24, 63, and 65 securities registrations, as well as licenses for variable annuities, life & health & disability insurance in 25 states and 4 provinces. He has more than 28 years of experience in financial planning and life insurance. His key areas of expertise include business succession strategies, insurance, life settlement, disability and long term care.
Originally from Montreal, Canada, Mr. Finestone's business experience includes insurance brokerage training with A.F.I. Insurance Brokers; finance and administration with Procter and Gamble, where his areas of responsibility included the supervision of Western Canada; and international sales and marketing of citrus commodities and manufactured products with Sunkist Growers, Inc. Mr. Finestone entered the Financial Services Industry as a Financial Planner in 1983.
Mr. Finestone has been awarded the professional designations of CERTIFIED FINANCIAL PLANNER™(CFP®) from the College for Financial Planning, and Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC) from the American College. Neil has qualified under both the American College's Professional Achievement in Continuing Education (PACE) program, and the IBCFP continuing education curriculum. In 2010 he completed the FI360 ® training from the Center of Fiduciary Studies and holds the Accredited Investment Fiduciary® (AIF) designation.
Mr. Finestone has been a member of several organizations and boards such as the Beverly Hills Estate Planning Council (past president), International Board of Standards for Certified Financial Planners, American Society of Chartered Financial Consultants & Chartered Life Underwriters, National Association of Life Underwriters, International Association of Financial Planners, Canadian Association of Financial Service Professionals, and Advocis, the Canadian Association for Financial Planners.
Mr. Finestone is one of only a few life advisors who have been granted the Life & Disability Insurance Analyst license from the California Department of Insurance indicating fiduciary and recognized expert status expertise in this field. He has helped design life and variable insurance products for insurance companies as well as created programs and strategies for brokerage firms. Through his former financing company RNR Life Investments LLC, Mr. Finestone has financed over $235,000,000.00 of coverage for insureds.
Mr. Finestone has also taught and lectured on Financial Planning, Insurance, and Investments. He provides consulting and in the areas of Insurance, Financial and Benefit Planning. He has taught the Pension, Risk Management and Investment sections of the CFP designation for the College for Financial Planning and has taught financial planning for California Lutheran University, Loyola Marymount University and California State University at Northridge.
He holds a Bachelor of Commerce degree in Economics from Concordia University Business School in Montreal, Canada, where he was admitted to the Concordia University Garnet Key Honors Society. He earned his certificate in Financial Planning from the University of Southern California (CCE) Financial Planning Program.
Women in Business: Transition, Money & Financial Management
www.finestonepartners.com, 8 May 2012 [cached]
We would like to make you aware of a special event, where Neil Finestone which presenting. Finestone Partners is co-sponsoring a Women in Business event with the German American Business Association of Southern California, featuring several industry-leading professionals.
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Neil Finestone, CFP®, ChFC®, CLU®, AIF®
CEO, Finestone Partners
Registered Principal, RJFS
Mr. Finestone is primarily responsible for overseeing the direction of Finestone Partners, an independent personal wealth management firm, as well as developing client strategies. He holds Series 7, 24, 63, and 65 securities registrations, as well as licenses for life & health & disability insurance in 25 states and 4 provinces.
Neil R. Finestone, CFP, CLU, ...
www.docworthy.com, 28 Sept 2011 [cached]
Neil R. Finestone, CFP, CLU, ChFC
CEO, Finestone Partners
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Neil R. Finestone, CFP, CLU, ChFC
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