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Fin-Est Wealth & Tax Planning, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Fin-Est Wealth & Tax Planning, LLC operates in the financial services sector, providing comprehensive financial and estate planning. The firm emphasizes tax-favored strategies intended to support wealth creation, preservation, distribution, legacy planning, and charitable gifts. It coordinates with attorneys, CPAs, valuation experts, and other professionals to design and implement entities and both revocable and irrevocable trusts, delivering integrated guidance. The firm is based in Pembroke Pines, Florida, with a history that began in New York in 1977, then moved to Stamford in 1984 and to Florida in 2001, before adopting its LLC structure in 2005. Its client base consists of individuals seeking coordinated, tax-aware planning for wealth management and legacy goals, and the practice operates as a small firm that relies on collaboration with external professionals to meet those needs.

Find Fin-Est Wealth & Tax Planning, LLC employees' phone numbers or email addresses

Fin-Est Wealth & Tax Planning, LLC Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Fin-Est Wealth & Tax Planning, LLC's Leadership

  • Stylized image of a person
    R. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Certified Financial Planner
    Phone icon
    Mobile Phone

Contact profiles from Fin-Est Wealth & Tax Planning, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. C.
    Owner
    Phone icon
    Mobile Phone
    United StatesFlorida
    Oct 18, 2025
  • Stylized image of a person
    R. C.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    United StatesFlorida
    Oct 22, 2024

Frequently Asked Questions

What is Fin-Est Wealth & Tax Planning, LLC known for?

Minus sign iconPlus sign iconFin-Est Wealth & Tax Planning, LLC was founded in 1977 operates in the Financial Services industry. The company's main headquarters is located in 1806 North Flamingo Road Suite 300 Pembroke Pines, Florida 33028 United States; you can contact the main corporate office by phone at
+1-954-620-****
. Explore Fin-Est Wealth & Tax Planning, LLC's company overview page for more information.

What is Fin-Est Wealth & Tax Planning, LLC's most common email format?

Minus sign iconPlus sign iconFin-Est Wealth & Tax Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fin-Est Wealth & Tax Planning, LLC email formats with LeadIQ.

How many employees does Fin-Est Wealth & Tax Planning, LLC have currently?

Minus sign iconPlus sign iconFin-Est Wealth & Tax Planning, LLC has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Fin-Est Wealth & Tax Planning, LLC's key employees and leadership?

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As of February 2026, Fin-Est Wealth & Tax Planning, LLC's key employees include:

  • Owner: R. C.
  • Certified Financial Planner: R. C.

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