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Wrong Neil Finestone?

Neil R. Finestone

Chief Executive Officer

Finestone Partners

HQ Phone:  (310) 432-7010

Direct Phone: (310) ***-****direct phone

Email: n***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Finestone Partners

9100 WILSHIRE BLVD

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 structure and process. First, as an Independent Registered Investment Advisor, we have the freedom to...more

Background Information

Affiliations

Provisors / Professionals Network Group

Member and Executive Committee


Education

Bachelor of Commerce degree in Economics

Concordia University Business School


Web References(26 Total References)


The Team

www.finestonepartners.com [cached]

Neil Finestone
CEO, Finestone Partners 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 3, 7, 24, 63, and 65 securities registrations, as well as licenses for variable annuities, life & health & disability insurance in 25 states and Canada. He has more than 30 years of experience in financial planning an.. View full biography


The Team

www.finestonepartners.com [cached]

Neil Finestone
CEO, Finestone Partners 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 3, 7, 24, 63, and 65 securities registrations, as well as licenses for variable annuities, life & health & disability insurance in 25 states and Canada. He has more than 30 years of experience in financial planning an.. View full biography Mr. Colmenares is now the Executive Assistant to Neil Finestone (CEO) and Office Manager at Finestone Partners.


The Team

www.finestonepartners.com [cached]

Neil Finestone
CEO, Finestone Partners 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 3, 7, 24, 63, and 65 securities registrations, as well as licenses for variable annuities, life & health & disability insurance in 25 states and Canada. He has more than 30 years of experience in financial planning an.. View full biography Mr. Colmenares is now the Executive Assistant to Neil Finestone (CEO) and Office Manager at Finestone Partners.


Jarvis & Mandell, LLC

www.jarvisandmandell.com [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.


Recently Added Financial Advisors

therightfinancialadvisor.com [cached]

Neil R. Finestone, CFP, CLU, ChFC
Finestone Partners 9100 Wilshire Blvd. Suite 720E Beverly Hills, CA 90212 310-432-7010


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