Brady Fineske, Cfp® Email and Phone Number
Brady Fineske, Cfp® work email
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Brady Fineske, Cfp® personal email
Brady Fineske, Cfp® phone numbers
Experience:As President of our investment practice, TFO Wealth Partners, I enjoy helping guide our clients in their personal wealth management journey. I specialize in assisting high net worth individuals, families, and business owners meet their goals by helping them connect their wealth and purpose. Personal:My wife and I, Katie, share six children – Jackson, Alivia, Mary Kate, Grace, Anna, and John and we are extremely involved with their various activities. We currently live in Monclova, Ohio and are also active in our parish, Saint John XXIII. I published my first book in 2006 called “All You Have To Do Is Last! How To Survive In the Financial Services Industry.” This gave me the welcomed opportunity to speak at agencies and universities across the country, sharing the strategies that have helped make me successful in a fulfilling role that allows me to serve a special role in the lives of our clients and their family members. I have also served on various boards in our community including at Saint John XXIII Catholic Church, Lial Elementary School in Whitehouse, Heartbeat of Toledo, and Catching Up With Jack.
Tfo Wealth Partners
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PresidentTfo Wealth Partners Sep 2011 - PresentMaumee, OhAs President of TFO Wealth Partners, Brady helps high net worth individuals, families and business owners identify and meet their wealth planning objectives. Brady is also a member of the firm’s Executive Committee and serves on the firm’s Investment Committee. In his capacity as a Life Insurance Professional with TDC Life, Brady designs solutions to meet clients’ long term wealth preservation and transfer objectives. Collectively, Brady’s passion is providing comprehensive planning and solutions for the clients he serves.As Director of TFO’s Advisor Network, Brady works with TFO's partner advisers in helping them grow and expand their practices as well as TFO’s national footprint.
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Independent Insurance & Investment AdviserSavage & Associates 2002 - Sep 2011Toledo, Ohio AreaSpecialized in personal wealth management, life insurance and employee benefit packages for small businesses.
Brady Fineske, Cfp® Skills
Brady Fineske, Cfp® Education Details
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Executive Mba
Frequently Asked Questions about Brady Fineske, Cfp®
What company does Brady Fineske, Cfp® work for?
Brady Fineske, Cfp® works for Tfo Wealth Partners
What is Brady Fineske, Cfp®'s role at the current company?
Brady Fineske, Cfp®'s current role is President and Family Wealth Strategist at TFO Wealth Partners | Helping Families Thrive by Connecting Wealth and Purpose.
What is Brady Fineske, Cfp®'s email address?
Brady Fineske, Cfp®'s email address is bf****@****ies.com
What is Brady Fineske, Cfp®'s direct phone number?
Brady Fineske, Cfp®'s direct phone number is +141947*****
What schools did Brady Fineske, Cfp® attend?
Brady Fineske, Cfp® attended Quantic School Of Business And Technology, The University Of Toledo.
What skills is Brady Fineske, Cfp® known for?
Brady Fineske, Cfp® has skills like High Net Worth Individuals, Investment Advisory Services, Insurance.
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