Dennis C. Houemail
Capstone Partners Financial - Newport Beach
4695 MacArthur Ct Suite 1000
Newport Beach, CA 92660
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Hobbies
Golf, Snowboarding, Reading, Fitness, Music
Languages:
- English
- Chinese – Cantonese
- Chinese – Mandarin
Credentials:
- CLU®
- ChFC®
Specialties:
- Insurance Strategies
- Investment Strategies
- Risk Management Strategies
- Retirement Income Planning
- College Funding Strategies
- Estate Planning
- Business Owners
- Group Benefits
- Charitable Giving
- Business Succession Planning
- Retirement Strategies
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