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 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 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.