Finestone Partners Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Finestone Partners operates as an independent boutique financial advisory firm, applying distinctive strategies for very successful individuals and companies. For nearly three decades, it has supported business owners, professionals, entertainers, athletes and their families in designing plans to build, preserve and transfer wealth, estates and businesses. The firm relies on its Wealth Management Matrix methodology, a comprehensive, applied critical-thinking framework for advising across all financial aspects of clients' lives. 

Based in Beverly Hills, California, the practice comprises a small team. Securities are offered through Four Points Capital Partners LLC, and Finestone Partners operates independently of that broker-dealer; advisors transact only in states where they are registered.

Sign up for free to view info

Company overview Email format