Capstone Partners Financial and Insurance Services

Main Office

4695 Mac Arthur Ct, Suite 1000
Newport Beach, CA 92660

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    SATELLITE OFFICES


    Managing Partners

    Andrew Moore

    Managing Partner

    Featured Financial Professionals

    1. Andrew Moore

      Capstone Partners Financial and Insurance Services

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
    2. Joy Avedesian

      CLTC®

      Capstone Partners Financial and Insurance Services

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
    3. Ivan M. Illán

      CFS®, AIF®

      Capstone Partners Financial and Insurance Services

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Business Owners
      • Estate Planning
      • Show More

      Languages:

      • English, Spanish

    Our Financial Professionals

    1. Christopher G. Bieler

      MBA

      Capstone Partners Financial and Insurance Services

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Retirement Income Planning
      • Business Owners
      • Show More

      Languages:

      • English
    2. Robbie Blauer

      CRPC®, CMFC®

      Capstone Partners Financial and Insurance Services

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Business Owners
      • Retirement Income Planning
      • Show More

      Languages:

      • English
      • Jeffrey B. Bush

        Capstone Partners Financial and Insurance Services

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • Business Owners
        • Retirement Income Planning

        Languages:

        • English
        • Stuart K. Campbell

          Capstone Partners Financial and Insurance Services

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Business Owners

          Languages:

          • English
          • David Connelly

            CFP®

            Capstone Partners Financial and Insurance Services

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Retirement Income Planning
            • Risk Management Strategies
            • Show More

            Languages:

            • English
            • Kevin J. Dykes

              Capstone Partners Financial and Insurance Services

              Focus:

              • Insurance Strategies
              • Investment Strategies
              • Business Owners
              • Charitable Giving
              • Show More

              Languages:

              • English
              • Ira M. Hermann

                CLU®, ChFC®

                Capstone Partners Financial and Insurance Services

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Business Owners
                • Retirement Income Planning

                Languages:

                • English
                • Andrew Hyun

                  Capstone Partners Financial and Insurance Services

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Michael R. Moore

                    CISR, FPQP, ChFC®

                    Capstone Partners Financial and Insurance Services

                    Focus:

                    • Insurance Strategies
                    • Military
                    • Retirement Income Planning
                    • Business Owners
                    • Show More

                    Languages:

                    • English
                  • Thomas Morgan

                    Capstone Partners Financial and Insurance Services

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Business Owners
                    • Retirement Income Planning
                    • Show More

                    Languages:

                    • English
                  • Pieter Olree

                    Capstone Partners Financial and Insurance Services

                    Focus:

                    • Insurance Strategies

                    Languages:

                    • English
                    • William R. Parkinson

                      Capstone Partners Financial and Insurance Services

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies

                      Languages:

                      • English
                      • Robert Perez

                        Capstone Partners Financial and Insurance Services

                        Focus:

                        • Insurance Strategies

                        Languages:

                        • English
                        • Michael P. Roberts

                          Capstone Partners Financial and Insurance Services

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies

                          Languages:

                          • English
                          • Peter Roberts

                            ChFC®, CLU®, RHU®

                            Capstone Partners Financial and Insurance Services

                            Focus:

                            • Insurance Strategies

                            Languages:

                            • English
                            • Philip Roberts

                              Capstone Partners Financial and Insurance Services

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Frederic C. Sheu

                                Capstone Partners Financial and Insurance Services

                                Focus:

                                • Insurance Strategies
                                • Business Owners
                                • Retirement Income Planning
                                • Estate Planning
                                • Show More

                                Languages:

                                • English
                                • Chase Skistimas

                                  Capstone Partners Financial and Insurance Services

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies
                                  • Business Owners
                                  • Retirement Income Planning
                                  • Show More

                                  Languages:

                                  • English
                                  • Cameron Winchel

                                    Capstone Partners Financial and Insurance Services

                                    Focus:

                                    • Insurance Strategies
                                    • Business Owners
                                    • Retirement Income Planning
                                    • Estate Planning
                                    • Show More

                                    Languages:

                                    • English
                                    CRN202109-253382