Philip Roberts


    Focus: Insurance Strategies, Investment 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.

    A little bit about me: I grew up in Southern California and made the trek to the east coast in order to attend Philadelphia Biblical University in Langhorne, PA and to be involved at Urban Hope, a Christian church in Kensington, Philadelphia. After I graduated in May of 2009, I spent the next year substitute teaching in North Philly and volunteering at Urban Hope. As I searched for a career that could support a family I found the perfect place with MassMutual, the company where my father has worked for the past 31 years. I’m currently in my first year in the insurance business and am working hard to learn, grow, and connect with as many people as possible in the general area of Princeton, NJ.

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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