Capstone Partners Financial and Insurance Services Email Formats
Financial Services • 
Newport Beach, California, United States • 101-200 Employees
Capstone Partners Financial and Insurance Services Email Formats
Capstone Partners Financial and Insurance Services uses 1 email format. The most common is {2char} (e.g., {2char}@massmutual.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{2char} | {2char}@massmutual.com | 100% |
Key Contacts at Capstone Partners Financial and Insurance Services
Tim Denton
Managing Director
Son Le
Managing Director
Matt Schraeder
Advanced Life Insurance Sales Director
Rachyll Tenny
Regional Director Of Recruitment Operations
Shane Foley
Executive Director- Pasadena Branch
Doug Gold
Executive Director-Financial Advisor
Diljeet Singh Masuda
Managing Director
Kamal Bhakta
Director Of Operations Bakersfield Branch
Phil Blum
Director Of Wealth Management
Andrew Moore
Director Of Life Distribution Strategy And Brokerage Operations
Company overview
| Headquarters | 4695 MacArthur Court, Suite 1000, Newport Beach, CA 92660, US |
| Phone number | +12136322226 |
| Website | |
| NAICS | 52 |
| SIC | 653 |
| Keywords | Investments, Financial Advice, Securities, Annuities, Special Needs Planning, Insurance, Financial Planning, Retirement, Life Care Plans |
| Employees | 101-200 |
| Socials |
About Capstone Partners Financial and Insurance Services
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.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Capstone Partners Financial and Insurance Services has 120 employees across 7 departments.
Departments
Number of employees
Funding Data
Capstone Partners Financial and Insurance Services has never raised funding before.
Capstone Partners Financial and Insurance Services Tech Stack
Discover the technologies and tools that power Capstone Partners Financial and Insurance Services's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
Miscellaneous
JavaScript libraries
Australia
Germany
Frequently asked questions
4.8
40,000 users
