Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, LGBTQ, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning
Languages: English, Korean
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
See Lynda’s Licenses and Disclosures
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Capstone Partners Financial and Insurance Services
Main Office
4695 Mac Arthur Ct Suite 1000
Newport Beach, CA 92660