Capstone Partners Financial and Insurance Services

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    4695 Mac Arthur Ct Suite 1000 Newport Beach, CA 92660
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    Who We Are

    At Capstone Partners Financial and Insurance Services, we work closely with you to understand your goals and to identify obstacles that may prevent you from reaching them. Then, we present you with manageable next steps and strategies so you can move past those obstacles and toward a more successful financial future.

    Headquartered in Newport Beach, with additional offices in Los Angeles, Woodland Hills and Santa Monica, we have more than 100 financial professionals who provide customized financial solutions for more than 32,500 clients1. A particular area of focus for Capstone Partners is special needs planning. We help families develop life care plans, which can help make a difference in the quality of life for a loved one with special needs and other family members.

    • Picture of Andrew Moore
      General Agent, Capstone Partners Financial and Insurance Services Andrew Moore

    Our Community

    We are committed to the communities where we work and live. Our involvement through charitable organizations and meaningful civic events is deeply important to us. We are proud of our ongoing support of Children’s Hospital of Orange County (CHOC) and their Foundation for more than 15 years. 

    Our Measures of Community Value

    Through 2013, Capstone Partners Financial and Insurance Services has:

    • over $9.8 billion of life insurance coverage in force2.
    • paid over $25.8 million in life insurance benefits3 and $4.9 million in disability income insurance benefits (claims)4 to our clients.
    • paid $28.3 million in dividends5 to Capstone Partners Financial and Insurance Services clients who own eligible participating whole life policies with MassMutual.
    • distributed $8.8 million in free6 life insurance to eligible families as part of MassMutual’s LifeBridgeSM Program.

     

    1 An insured, owner, or payer of a MassMutual policy or contract (12/31/2013).

    2 Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2013).

    3 Amount of individual life insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2013).

    4 Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (12/31/2013).

    5 The amount of dividends to whole life policyowners in 2013.

    6 MassMutual pays the premiums (12/31/2013).

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 4695 Mac Arthur Court, Suite 1000, Newport Beach, CA 92660; Phone: 949-660-1717.

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.

    You Have a Vision
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    Our Financial Professionals can help you turn it into reality. Discover the benefits of working with us, and find out how we can help.

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