Lynda Shim

Credentials:
  • LUTCF®

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

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CRN201912-180567