MassMutual financial professional.

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

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

See Vikram’s Licenses and Disclosures

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