MassMutual financial professional.

Son Leemail

661-843-7922

Son Leemail

661-843-7922

Capstone Partners - Bakersfield

5001 California Ave, Suite 105
Bakersfield, CA 93309
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Professional Story

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Advisory services Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

Languages: English, Vietnamese

Specialties:Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Special Needs, Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Estate Planning, Business Succession Planning, Group Benefits, Charitable Giving

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

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