Cameron Winchel


    Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, Charitable Giving, College Funding Strategies

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

    See Cameron’s Licenses and Disclosures

    Contact Cameron

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    Capstone Partners Financial and Insurance Services

    Main Office

    4695 Mac Arthur Ct Suite 1000
    Newport Beach, CA 92660

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    CRN201912-180567