Brian Peter McNamara, CFP®

Professional Experience:

Brian Peter McNamara, CFP®, Proprietor, DBA - THE HIGHEST HONOR insurance and financial services; April 1989 to present

MassMutual Financial Group - Capstone Partners Financial & Insurance Services LLC; April 2009 to present

  • Massachusetts Mutual Life Insurance Company; MML Investors Services LLC; (MMLIS) MMLIS CRIA
  • Agent, Registered Representative, Investment Advisor Representative, Certified Financial PlannerTM practitioner

Eagle Strategies LLC; May 2002 - April 2009

  • Investment Advisor Representative, Certified Financial PlannerTM practitioner

New York Life Insurance Company; April 1992 to April 2009

  • New York Life Insurance Co; NYLIFE Securities LLC
  • Agent, Registered Representative, Broker

Education, Credentials and Recognition:

Northeastern University - Boston MA

  • Masters in Taxation (MST), conferred October 2017

AJI Network; BPC Business Professional Course - Los Altos CA

  • BPC Certificate conferred 2006

University of Phoenix - Fountain Valley CA

  • Bachelors of Science in Business Administration (BSBA) conferred July 1992

Certified Financial PlannerTM practitioner; CFP®

  • May 2002; CFP® Board ID 74591

Million Dollar Round Table (MDRT),

  • Life and Qualifying member attained 2004 after 10 consecutive years of qualification
  • MDRT Court of the Table 2006
  • MDRT Top of the Table 2007
  • MDRT Mentor 

Orange Coast Estate Planning Council (OCEPC)

  • Member 2003 through 2013

Financial Planning Association (FPA)

  • Member - current

Southern California Veterinary Medical Association (SCVMA)

  • Friend of the Association/Allied Industry Member - current
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