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Insurance, Investments,

Wealth Management

Ira Herman has been in one business his entire life: the business of helping people solve financial problems.  Only thirty-three years later, Ira continues to provide every client with a high level of service and commitment.  He humbly attributes the success of his practice to nothing other than the fact that he genuinely cares about people and their well-being. 

Ira's level of wealth management planning brings the greatest value to individuals, families and entrepreneurs of high income and high net worth.  He develops and advises the implementation of strategies for asset protection, wealth accumulation and tax mitigation.  Among others, the areas in which Ira and his team operate include comprehensive wealth management planning, insurance, investments, retirement planning, estate planning, supplemental executive benefit planning and succession planning. 

B.S., Economics - University of California, Berkeley

Certified Life Underwriter

Chartered Financial Consultant


Capstone Partners Financial & Insurance Services, LLC

4695 MacArthur Ct, Suite 100, Newport Beach, CA 92660

Phone: (949) 255-9383


CA Insurance Lic. #0611677


Capstone Partners Financial & Insurance Services is a full-service financial services firm committed to helping clients pursue their financial goals. Through their professional advisors, they offer access to a wide range of financial products and services to individuals and business owners to help them reach their goals.  Capstone Partners is a member of the MassMutual Financial Group.  Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance.  With whole life insurance as its foundation, MassMututal provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long-term care insurance, retirement/401(k) plan services and annuities. 

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