Ira Hermann, CLU®, ChFC® in

Ira Hermann, CLU®, ChFC®

Inspirer · DISC type di
Financial Advisor at Capstone Partners Financial and Insurance Services
📍 Newport Beach, California, United States

Ira Hermann is a Financial Advisor at Capstone Partners with a career spanning his entire professional life. He is a Chartered Financial Consultant® and Chartered Life Underwriter® who specializes in wealth accumulation and asset protection strategies for high-net-worth individuals, families, and entrepreneurs, drawing on his economics degree from UC Berkeley.

He is an active supporter of his local community, having contributed to various philanthropic causes including the Mission Hospital Foundation and Breakthrough San Juan Capistrano, an organization dedicated to helping underserved students. Ira and his company were presenters for a golf classic benefiting Mission Hospital.

He has been consistently involved in supporting educational and community health initiatives in Southern California.

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Experience
44 Years
Current Role
Financial Advisor
Location
Newport Beach, California, United States
Personality Overview

How Ira shows up

Decisive
Charming & Persuasive
Fast Adopter

They respond well to objective pitches but also attach some value to relationships. They measure a product on its merit but can be influenced by strong testimonials. They don’t mind taking a stand if they believe in something.

Priorities

Topics Ira cares about

Wealth Management
His practice is built around providing comprehensive wealth management, retirement, and estate planning for high-net-worth clients.
Asset Protection
He develops and advises on the implementation of strategies specifically for asset protection, a core component of his service offerings.
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Career

Work history

11-2013
Financial Advisor
Capstone Partners Financial and Insurance Services
8-1981 - 10-2013
Financial Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1977 - 1981
Economics
University of California, Berkeley
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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