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Richard Q
CFP®, Series 63, Series 65
Fresno, CA
Mass Mutual Investors Services
Richard Quan is a financial advisor with MassMutual Investors Services based in Fresno, CA, holding CFP®, Series 63, and Series 65 designations with 39 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of advising, Mr. Quan is an independent insurance agent and has been involved in insurance sales since 1986. MassMutual 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, and educational seminars, using firm-approved software tools to deliver written recommendations within collaborative, annual planning engagements.
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