Copperstone Partners Employee Directory

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.

Find Copperstone Partners employees' phone numbers or email addresses

Copperstone Partners Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Copperstone Partners's Leadership

  • Stylized image of a person
    M. G.
    Life Insurance
    Phone icon
  • Stylized image of a person
    S. S.
    New Office Address
    Phone icon

Copperstone Partners Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Copperstone Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. G.
    Life Insurance
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    S. S.
    New Office Address
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Copperstone Partners known for?

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Copperstone Partners operates in the Insurance industry. The company's main headquarters is located in Del Mar, California 92014 United States; you can contact the main corporate office by phone at . Explore Copperstone Partners's company overview page for more information.

What is Copperstone Partners's most common email format?

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Copperstone Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Copperstone Partners email formats with LeadIQ.

How many employees does Copperstone Partners have currently?

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Copperstone Partners has approximately 5 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Copperstone Partners's key employees and leadership?

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As of April 2026, Copperstone Partners's key employees include:

  • Life Insurance: M. G.
  • New Office Address: S. S.

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