Peter Roberts

Credentials:
  • ChFC®
  • CLU®
  • RHU®

Focus: Insurance Strategies

Languages: English

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. Contact me to discuss your financial future.

I graduated from Long Beach State University in 1976 with a degree in Economics.

In 1988 I received the CLU, Chartered Life Underwriter, designation from the American College. In 1991 I received a ChFC, Chartered Financial Consultant, designation from The American College, Bryn Mawr, Pennsylvania. In 2001 I completed the Registered Health Underwriter designation from the American College.

I have been associated with the MassMutual Insurance Company since 1979. My goal is to help people transfer risk from their family to the insurance company. At the same time, we try to build reserves to supplement retirement on a tax deferred basis.

 

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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