Charles T. is a Financial Advisor at Capstone Partners Financial and Insurance Services since August 2024, previously serving as a Senior Instructor at Deep End Fitness. Charles has extensive sales experience, having held positions such as Area Sales Manager at Go Rentals, Inc., and Account Manager/Sales Representative at both PDFTron Systems Inc. and ActivePDF Inc., where skills in relationship building and customer satisfaction were key. Prior military service includes a role as Sergeant - Motor Transportation Operator in the United States Marine Corps, where leadership and operational management were demonstrated. Education includes a Bachelor of Arts in Strategic Communication from Point Loma Nazarene University and multiple Associate of Science degrees in Crisis/Emergency/Disaster Management, Fire Technology, and Fire Science/Fire-fighting from various colleges.
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Capstone Partners Financial and Insurance Services
Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and overwhelming. Whether you are preparing for a milestone life event, retirement, the sale of a business, or simply looking to protect your financial future, Capstone Partners Financial and Insurance Services and our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance. At Capstone Partners Financial and Insurance Services, we work closely with you to understand your goals and to identify obstacles that may prevent you from reaching them. We then present you with manageable next steps and strategies so you can move past those obstacles and toward a more successful financial future. Headquartered in Newport Beach, we have more than 100 financial professionals who provide customized financial solutions for thousands of clients across the Western United States. A particular area of focus for Capstone Partners is special needs planning. We help families develop life care plans, which can help make a difference in the quality of life for a loved one with special needs and all family members. ------ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.