Paul Finestone

Wealth Advisor

Paul Finestone is the founder of Finestone Insurance and Finestone Virtual Family Office. He has a nationally known network of high level experts. He and his team are focused firmly on developing options and improvements for high net worth individuals. Reducing Tax, improving wealth retention through retirement and for the next generation; and efficiently streamlining risk reduction costs and improving coverage options figure prominently in his ongoing practice. Paul speaks regularly to business individuals and groups to both educate on and effectuate asset growth and tax deferral and permanent reduction. Our firm works with CPA practices to holistically improve the service base that they can provide to their client base in a team based approach. We also work with successful closely held business to strongly improve their bottom line and the benefits that they can retain that they have earned. While we are always seeking creative new solutions for our clients, we have a very focused and thorough process to make sure that we have covered all of the options. We do not do “letter of opinion” work, we are focused on executing on black and white IRS code opportunities -and there are a lot of them.

"I really believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."

Paul Finestone
Wealth Advisor

Schedule a free, no-obligation consultation

Whether you have been building wealth for years or are just starting out, I'd like to schedule a consultation with you to review your goals and customize a financial plan that is unique to your situation.

Phone: (747) 233-4805

Email: paul@finestonevfo.com

Website: https://finestonevfo.com/

KEVIN NUBER

Personal Wealth Coach

For the last 10 years, Kevin has coached over 3,000 financial professionals on how to implement proven wealth strategies for their clients. He’s developed close to 2,500 strategies for individuals and families with a focus on increasing their personal wealth. And over $100.3 million dollars have been put into those accounts.

JORDAN ARIAS

Personal Wealth Coach

Jordan has been in the financial industry for over 10 years and has coached over 2,000 financial professionals nationwide on proven wealth strategies. He currently serves as a personal consultant for four of the top financial advisors in the entire country; advising them on what strategies need to be implemented that are in the best interest of their clients. Over $90 million have been put into these wealth accounts.

BRIAN MANDERSCHEID

Advanced Markets Strategist

Working with over 1,500 financial advisors, Brian develops and recommends financial strategies that are in the best interest of their clients. With a specialty in advanced markets and wealth-building, he analyzes the needs and goals of individuals and families and provides easy-to-understand, vibrant illustrations of where they currently are versus where they can be if implemented correctly.