Copperstone Partners
Copperstone Partners is a life insurance advisory firm that specializes in reducing clients out of pocket costs. Our team specializes in working with Family Offices, Estate Planning Attorneys, and CPA’s in providing comprehensive policy review services for their clientele. We provide access to 40 insurance carriers, creative funding solutions and a thorough understanding of the most advanced insurance planning concepts. We are entirely independent and remained unbiased in our selection of plans, products and carriers. We are located in beautiful Del Mar, just north of San Diego however we are available to assist clients in every state.
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5
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Tia Rodriguez
Director of Sales · Sales & Business Development
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Armida Fernandez
Independent Financial Advisor · Finance & Accounting
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Top roles at Copperstone Partners
3 distinct titles indexed · top 3 shown.
- 1director of sales
- 1independent financial advisor
- 1international business development
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