Vikram Shethemail
Capstone Partners Financial - Newport Beach
4695 MacArthur Ct Suite 1000
Newport Beach, CA 92660
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Languages:
- English
Credentials:
- ChFC®
- CLU®
- MBA
Specialties:
- Insurance Strategies
- Investment Strategies
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See Vikram’s Licenses and Disclosures