Wealth Management Rep
Mr. Finestone was primarily responsible for overseeing the direction of the firm, as well as developing client strategies. He held the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC) licenses, the Accredited Investment Fiduciary® (AIF) designation He also held 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 had more than 30 years of experience in financial planning and life insurance. His key areas of expertise included business succession strategies, financial planning, insurance, life settlement, disability, and long term care.