MassMutual financial professional.

Son Leemail

Capstone Partners - Bakersfield

5001 California Ave Suite 105
Bakersfield, CA 93309

  • 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 Care
    • 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

See Son’s Licenses and Disclosures

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