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      Details

      You Can't Predict, But You Can Prepare

      General Info

      Along with a team of professionals, I offer a broad portfolio of services as they relate to individual clients, businesses and institutions: • Asset Protection - Life, Disability Income and Long Term Care Insurance • Retirement & Investment Strategies - Annuities, Mutual Funds, IRAs and 401(k)s • Estate Strategies • Employee Benefit and Retention Services - Non-Qualified Deferred Compensation, Key Person, Executive Compensation • Business Continuation and Business Succession Strategies • Trust Services

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat
      SunClosed

      Contact Info

      Phone:

      Main - 626-376-1576

      Direct - 714-510-9107

      Address:
      1 Pointe Dr., Suite 518 Brea, CA 92821
      Email:

      Links:

      Primary Website

      Facebook

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      Categories
      Life Insurance, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Investments, Mutual Funds, Retirement Planning Services
      Services / Products
      Retirement Strategies, Retirement Planning, Estate Planning, Trust Planning, Disability Income Insurance, Long Term Care Insurance, Life Insurance, Business Succession Planning, Buy Sell Agreements, Key Person Insurance, Permanent Life Insurance, Fixed Index Annuities, Whole Life Insurance, Fixed Annuities, Variable Annuities, Universal Life Insurance, Term Life Insurance
      Brands
      AIG, Jackson, John Hancock, Lincoln, MassMutual, Mutual of Omaha, Nationwide, North American, Principal, Protective, The Standard, Transamerica
      Location
      We are the North Orange County branch of MassMutual - Greater Pacific, also serving the Greater San Gabriel Valley. We are on the fifth floor of the 1 Pointe Business building, one mile northeast of the Brea Mall, at the 57 freeway and Lambert Rd.
      Languages
      Spanish
      Accreditation

      MassMutual named one of the 2019 World’s Most Ethical Companies® By Ethisphere for the 6th consecutive year

      AKA

      MassMutual - Greater Pacific

      MML Investors Services

      MassMutual Financial Group

      Massachusetts Mutual Life Insurance Company (MassMutual)

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