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Finestlan LLC
       
 
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Finestlan LLC
 
 
Overview: 

FINESTPLAN concentrates on retirement and estate planning, offering annuities, life insurance, managed portfolios, and other related products and services.

FINESTPLAN advisors understand how to help individuals incorporate charitable giving in estate plans while reducing risk through their financial plans and strategies.
History: 

FINESTPLAN is a company that reflects the personalities and foresight of co-owners, William J. Romeo and Marco A. Gomez-Perez. Bill and Marco have gained extensive experience in a broad spectrum of financial services, having been involved in the management of several companies since 1981.
Bill holds the Series 7, 63, and 24 securities registrations through LPL Financial and a State of Florida 220 insurance license that covers life, health, property, casualty insurance, and variable annuities. He spent six years with North American Investment Corp., presenting financial planning seminars and working in IPOs, private placements and venture capital. He managed several personal line insurance businesses and became an independent representative and agent serving the needs of business owners and individuals in Florida prior to meeting Marco.

Marco has a Civil Engineering degree and has completed course work in Finance, Industrial Organization and Marketing. He also holds an insurance license for life/health and variable annuities, a Series 7 securities registration through LPL Financial, and a Series 66 for Financial Advisory. He was engaged in the management of several companies in Sao Paulo, Brazil, for eleven years, serving in production, marketing, administration, human relations and general management positions. He specialized in reorganizing, restructuring and optimizing production and finances. He also orchestrated, negotiated and supervised corporate mergers and acquisitions, and was enlisted to provide his expertise to three companies in Madrid and Barcelona, Spain, franchisees from the Italian group Fiat.

Marco was managing mutual fund and bond portfolios when he and Bill elected to serve their clients through the founding of their own company. Marco's and Bill's complementary skills and experiences were a perfect match.
FINESTPLAN was created to fill the needs of successful professionals, business owners and retirees for the finest and most comprehensive retirement and estate planning.


 
 
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