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Work Experience
Managing Director
2011 - Present · 13 years and 11 months
Managing Director
Jan 2008 - 2011 · 3 years
financial services
Managing Director
2001 - 2013 · 12 years
Company Details
Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and overwhelming. Whether you are preparing for a milestone life event, retirement, the sale of a business, or simply looking to protect your financial future, Capstone Partners Financial and Insurance Services and our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance. At Capstone Partners Financial and Insurance Services, we work closely with you to understand your goals and to identify obstacles that may prevent you from reaching them. We then present you with manageable next steps and strategies so you can move past those obstacles and toward a more successful financial future. Headquartered in Newport Beach, we have more than 100 financial professionals who provide customized financial solutions for thousands of clients across the Western United States. A particular area of focus for Capstone Partners is special needs planning. We help families develop life care plans, which can help make a difference in the quality of life for a loved one with special needs and all family members. ------ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
4695 MacArthur Court Suite 1000 Newport Beach, CA 92660, US
Keywords
InsuranceRetirementInvestmentsFinancial AdviceSecuritiesSpecial Needs PlanningLife Care PlansAnnuitiesFinancial Planning
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