Copperstone Partners Email Format

InsuranceCalifornia, United States2-10 Employees

Copperstone Partners is a life insurance advisory firm focused on reducing clients' out-of-pocket costs. Its team collaborates with Family Offices, estate planning attorneys, and CPAs to provide policy reviews and comprehensive insurance planning for their clients. The firm emphasizes independence, selecting plans, products, and carriers from a broad panel without bias and offering access to a wide range of carriers and creative funding solutions. It also relies on a deep understanding of advanced insurance planning concepts to inform recommendations.

Based in Del Mar, California, the firm serves clients across the United States. As a compact, independent team, Copperstone Partners emphasizes its ability to work with a broad network of carriers and funding solutions to meet diverse client needs.

Sign up for free to view info

Company overview Employee directory