Capstone Partners

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Capstone Partners Capstone Partners Financial and Insurance Services is a full-service financial services firm

Capstone Partners offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(K) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term. We also have offices located in:

Los Angeles Office - Playa District
6080 Center Drive, Suite 120
Los Angeles, CA 90045
Phone: 310-407-2800
Fax: 310-284-6632

Los Angeles Office - Koreatown
3435 Wilshire Blvd
Suite 2900
Los Angeles, CA 90010
Phone: (213) 632-2226
Fax: (213) 632-2222

Bakersfield Office
5001 California Ave, Suite 105
Bakersfield, CA 93309
Phone: 661-864-7426
Fax: 661-843-7540

Pasadena Office
150 North Bonnie Ave
Pasadena, CA 91106
Phone: 626-737-9066
Fax: 626-593-4894

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending,...
10/15/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

You’re in business for yourself—but with Capstone Partners, never by yourself. ​Learn more at https://bit.ly/4zkgDKI
10/12/2026

You’re in business for yourself—but with Capstone Partners, never by yourself. ​

Learn more at https://bit.ly/4zkgDKI

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money managemen...
10/09/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

10/06/2026

Trust-driven. Future-focused. ​

Build a legacy withCapstone Partners that lasts for generations. ​

Learn more at https://bit.ly/3TnQHPl

You bring the expertise. At Capstone Partners, we bring the support, tools, and resources to help you grow. ​Let’s talk:...
10/01/2026

You bring the expertise. At Capstone Partners, we bring the support, tools, and resources to help you grow. ​

Let’s talk: https://bit.ly/4ze6SOu

09/25/2026

Brad Marchand is always prepared—some might say overprepared. Let's start getting you ready for whatever lies ahead.

Whether it’s deciding on where to apply or how you’ll pay for it, college planning can be stressful. We are here to help...
09/23/2026

Whether it’s deciding on where to apply or how you’ll pay for it, college planning can be stressful. We are here to help — let’s talk through it together.

May this Yom Kippur bring peace, reflection, and renewal.
09/21/2026

May this Yom Kippur bring peace, reflection, and renewal.

09/18/2026

By joining Capstone Partners, registered representatives like you gain access to a comprehensive suite of alternative investment solutions designed to help you meet your clients’ needs.

Ready to further your practice and help your clients pursue their goals? Connect with us today athttps://bit.ly/4h1ynEG.

Caregiving is love — and it’s a lot. If you support someone (or many someones), let’s meet to make sure your plan suppor...
09/16/2026

Caregiving is love — and it’s a lot. If you support someone (or many someones), let’s meet to make sure your plan supports you, too

Address

4675 MacArthur Court, Ste 1050
Newport Beach, CA
92660

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(949) 660-1717

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