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MassMutual financial professional.

Travis L. Gibsonemail

Capstone Partners Financial and Insurance Services

4695 Mac Arthur Ct Suite 1000
Newport Beach, CA 92660

  • Professional Story

    Preparing for the next step in life isn’t always easy. 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.

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

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

    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.

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • Business Succession Planning
    • Estate Planning
    • Financial Education

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