Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Joseph G
Series 63, Series 65
Fairfax, VA
Mass Mutual Investors Services
Joseph Goldberg is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2010. Goldberg also works as a life and health insurance agent in Olney, MD. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering strategies and collaborative planning without direct investment discretion.
Zaina B
Series 66
Fairfax, VA
Mass Mutual Investors Services
Zaina Bankwalla is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. She has been with MML Investors Services and MassMutual since 2016. In addition to her advisory role, she is the owner and CEO of Virid Financial LLC, a financial planning and wealth management firm. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning and offers specialized event-driven services such as divorce and estate-settlement planning.
Michelle K
Series 66
Fairfax, VA
Mass Mutual Investors Services
Michelle Kim is a financial advisor at Mass Mutual Investors Services with the Series 66 designation and one year of industry experience. Her prior work includes three years at Cornerstone Insurance Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and also provides specialized services such as divorce planning and employer-sponsored planning programs.
Helio S
Series 65, Series 63
Fairfax, VA
Mass Mutual Investors Services
Helio Shin is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at New York Academy LLC and Joy Academy. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and emphasizes collaborative, annual planning relationships.
Kyung Eun K
CFP®, Series 63, Series 65, Series 66
Fairfax, VA
Mass Mutual Investors Services
Kyung Eun Kim is a financial advisor with Mass Mutual Investors Services, holding CFP®, Series 63, Series 65, and Series 66 designations and 18 years of industry experience. Prior to joining Mass Mutual Investors Services and Mass Mutual Life Insurance Company in 2023, Kim worked at Eagle Strategies and New York Life Insurance Company. She serves as president of the Ewha Womans University Alumni Association and chairs the strategy and planning committee for the Greater Dallas Korean American Chamber of Commerce. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves detailed client data analysis and written recommendations, with implementation handled separately through brokerage or insurance arrangements.
Jocelyn K
Series 65, Series 63
Fairfax, VA
Mass Mutual Investors Services
Jocelyn Kim is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her career includes nine years at New York Life and seven years at NYLife Securities LLC prior to joining Mass Mutual. She is also an insurance broker with IOG Benefits Consulting, where she engages in outside insurance sales focused on Medicare and group employee plans. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide goal-based, collaborative planning without discretionary authority.
Farrukh K
Series 63, Series 65
Fairfax, VA
Mass Mutual Investors Services
Farrukh Khan is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials. He has one year of industry experience, with prior roles at First Command Insurance Services and First Command Advisory Services. Outside of his financial career, he works as a tutor with C2 Education, assisting middle and high school students in their classes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters