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Professional growth
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Culture & Values
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Capstone Palomar Partners is a financial and insurance service company committed to helping clients pursue their financial goals in the capital market industry. Capstone offers access to a wide scope of financial and administrations to individuals and entrepreneurs for specified areas in insurance, retirement plan schemes, investments, asset management, financial advice and consulting, special needs planning, life care plans, and annuities. Capstone was established in 1851 and headquartered in Newport Beach, California, United States. The other regional offices are located in Century City, Westlake Village, Pasadena, Bakersfield, Las Vegas, and Miami, with more than 100 financial professionals who provide customized financial solutions for thousands of clients throughout the country. They provide equal career opportunities for individuals and offer a great place to work, competitive compensation, benefits, and the opportunity to build a solid career.

Company - Private
$10M to $25M
Small
Multiple locations
Commercial Banking Companies, Finance & Insurance Companies, Insurance Agency & Brokerage Firms, Investment Banking & Securities Brokerage Firms

Departments

What departments Capstone Partners employees work at?
DepartmentsRatio
other occupation51.2%
Financial Analysts and Advisors48.8%
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Team

Professional experience

Professional Growth

How many years of experience do Capstone Partners employees have before joining?
Years of experience at Capstone Partners: Newcomers: 24%, Experiencers: 19%, Experts: 20%, Veterans: 37%. Capstone Partners employees have 8+ years experience on average before joining.
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Professional Growth

Where did Capstone Partners employees work before joining?
Where they've worked before Capstone Partners: Bank of America, FMC Financial Group, Liberty Mutual Insurance. Typical Capstone Partners employees have worked at Bank of America.
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Bank of America
FMC Financial Group
Liberty Mutual Insurance

Professional Growth

What industries did Capstone Partners employees work in previously?
Industry Background: The most typical industries of Capstone Partners: Insurance Agency & Brokerage Firms, Investing Companies, Investment Banking & Securities Brokerage Firms, Finance & Insurance Companies, Commercial Banking Companies. Capstone Partners employees most likely come from a Insurance Agency & Brokerage Firms industry background.
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Professional Growth

Where did Capstone Partners employees work before joining?
Past employers' size at Capstone Partners: Small: 47%, Medium: 11%, Large: 42%. Most Capstone Partners employees have previously worked at small companies.
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Educational background

Educational background

What did employees at Capstone Partners study?
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Top educational institutions

Where did employees at Capstone Partners study?
California State University-Bakersfield
California State University-Fullerton
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Employee data

Professional Growth

How long do people stay in a role at Capstone Partners?
Time employed at Capstone Partners: <1: 18%, 1-3: 42%, 4-8: 32%, 9-13: 3%, 14-20: 4%, 20+: 1%. Most Capstone Partners employees stay with the company for 1-3 years which is less than the industry average.
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Culture & Values

How does Capstone Partners rank for age & gender diversity?
Gender ratio at Capstone Partners: 81.4% Male and 18.6% Female. Age ratio at Capstone Partners: 16-20: 0%, 21-30: 43%, 31-40: 32%, 41-50: 13%, 51-60: 11%, 60+: 1%. Capstone Partners rates - 24.4% less female than the industry average. Most Capstone Partners employees are 21-30, which is below the industry median age range.
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Career advancement

Professional Growth

How does Capstone Partners rank for career advancement?
Career advancement at Capstone Partners: very low. Capstone Partners ranks very low for career advancement which is below the industry average.
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Professional Growth

What companies do Capstone Partners employees go on to work at?
Future employers of Capstone Partners: Applied Materials, Bank of America, Capstone Partners, FMC Financial Group, Nordstrom. People who work at Capstone Partners most typically go on to work for the Applied Materials.
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Applied Materials
Bank of America
Capstone Partners
FMC Financial Group
Nordstrom