Robert Perez
Financial Services Professional @Capstone Partners Financial and Insurance Services
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WORK HISTORY
Financial Services Professional @Capstone Partners Financial and Insurance Services
Newport Beach, CA, US
EDUCATION
Saddleback College
Business
ABOUT ROBERT PEREZ
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I offer total financial needs analysis through a network of experienced professionals with expertise in: Insurance needs Retirement analysis and programs Estate strategies Employee benefit and retention services Business continuation strategies Trust services I am licensed to sell insurance in: CA,NY,NV,PA,SC,NM,VA,ID,GA,MA CA Insurance License # 0F84901 I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. Supervisory address: 4695 MacArthur Court, Ste. Newport Beach, CA 92660 Supervisory phone:(94••••••17
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