Capstone Partners Financial and Insurance Services

Main Office

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

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See our Licenses and Disclosures

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. Michael Amiya

    Capstone Partners Financial and Insurance Services

    Focus:

    • Insurance Strategies
    • Business Owners
    • Charitable Giving
    • Retirement Income Planning
    • Show More

    Languages:

    • English
    • Christopher G. Bieler

      MBA

      Capstone Partners Financial and Insurance Services

      Focus:

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

      Languages:

      • English
    • 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
            • Tim Denton

              Capstone Partners Financial and Insurance Services

              Focus:

              • Insurance Strategies
              • Investment Strategies

              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
                    • Jessica Kawalchuk

                      MBA

                      Capstone Partners Financial and Insurance Services

                      Focus:

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

                      Languages:

                      • English
                      • Ethan G. Matkin

                        Capstone Partners Financial and Insurance Services

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Business Owners
                        • Special Care
                        • Show More

                        Languages:

                        • English, French
                        • 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
                                      • Lynda Shim

                                        LUTCF®

                                        Capstone Partners Financial and Insurance Services

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies
                                        • Business Owners
                                        • College Funding Strategies
                                        • Show More

                                        Languages:

                                        • English, Korean
                                        • 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
                                            • Hayley Young

                                              Capstone Partners Financial and Insurance Services

                                              Focus:

                                              • Insurance Strategies
                                              • Retirement Income Planning
                                              • College Funding Strategies
                                              • Charitable Giving
                                              • Show More

                                              Languages:

                                              • English
                                              • Miranda Young

                                                Capstone Partners Financial and Insurance Services

                                                Focus:

                                                • Insurance Strategies
                                                • Retirement Income Planning
                                                • College Funding Strategies
                                                • Charitable Giving
                                                • Show More

                                                Languages:

                                                • English
                                                CRN202109-253382