Emily C. Pendletonemail
Capstone Partners Financial and Insurance Services
Newport Beach, CA 92660
Professional Story
I immigrated to the U.S. with humble beginnings, and I’m deeply grateful for the opportunities that have brought me to where I am today. Since 2004, I’ve been passionate about the financial services industry, a field that has not only allowed me to achieve my own financial freedom but also to help others do the same. My mission is to use my knowledge and expertise to make a meaningful difference in the lives of those I work with, helping them to achieve their financial goals and improve their overall well-being.
Education
BS from University of Shanghai for Science and Technology: CFP and CHFC from American College
Hobbies
I’m really passionate about golfing, cooking, and traveling. Golfing gives me a chance to challenge myself both physically and mentally, and I love the social aspect of playing with others in such beautiful surroundings. Cooking is my creative outlet, I enjoy experimenting with different flavors and take pride in preparing meals that bring people together. Traveling, on the other hand, satisfies my curiosity and love for new experiences. It’s all about discovering new places, meeting new people, and gaining fresh perspectives.
Community Involvement
Battle Buddy Foundation
Languages: English, Chinese-Mandarin
Credentials: CFP®, ChFC®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Retirement Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
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