Hello, my name is Jorge, I am an associate at Capstone Financial Group, where I specialize in managing insurance instruments for my clients. With a passion for teamwork and a drive to challenge myself, I have been providing exceptional service to my clients for the past three years. My journey began at Guardian Life, and I now continue to grow and excel at Capstone Financial Group.
As a lifelong baseball player, I enjoy the camaraderie and discipline that comes with the sport. I often engage in recreational baseball and maintain an active lifestyle through regular workouts. Beyond the office and the field, I love traveling across the United States, exploring new places and experiences.
I am life licensed in the state of California and hold various out-of-state licenses, allowing me to serve a diverse range of clients with their financial needs. At Capstone, I appreciate the leadership and continuous learning opportunities that help me better serve my clients.
CA License #4198698
Warm Regards,
Jorge Puig
This individual is an independent contractor and not associated with AIC or AAS.