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MassMutual financial professional.

Luke Jacobsonemail

Luke Jacobsonemail


Capstone Partners Financial and Insurance Services

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

Professional Story

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.

Education

BS Finance from University of Missouri

Affiliations & Memberships

Member of CFA Institute, Member of CFA Society of San Diego


Languages: English


Credentials: CFA


Specialties:Insurance Strategies, Investment Strategies


Check the background of this investment professional on FINRA's BrokerCheck