ADVISORS
ADVISORS
ADVISORS
ORANGE COUNTY TRUSTED ADVISORS
IRA HERMANN
SPECIALTY
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 can provide significant 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.
CONTACT
Capstone Partners Financial & Insurance Services, LLC
4675 MacArthur Ct, Suite 1050, Newport Beach, CA 92660
Phone: (949) 225-9384
Email: irahermann@financialguide.com
CA Insurance Lic. #0611677
AR Insurance Lic. #2713219
COMPANY
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 Financial & Insurance Services is an agency of MassMutual. Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its participating policyholders. The company has a long history of financial strength and strong performance. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long-term care insurance, retirement plan services and annuities.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.
Ira Hermann is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC Member SIPC. OSJ 4695 MacArthur Court, Suite 1000, Newport Beach CA 92660 949-660-1717 CRN 202909-11980423
B.S., Economics - University of California, Berkeley
Certified Life Underwriter
Chartered Financial Consultant