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Jacob G

Series 66

La Jolla, CA

Mass Mutual Investors Services

Jacob Goldberg is a financial advisor with Mass Mutual Investors Services in La Jolla, CA. He holds the Series 66 designation and has 17 years of industry experience, including roles at Metlife Securities Inc and MassMutual Life Insurance Co. He has been with Mass Mutual Investors Services since 2017. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Lisa F

Series 66

La Jolla, CA

Mass Mutual Investors Services

Lisa Frankovich is a financial advisor with Mass Mutual Investors Services in La Jolla, CA. She holds a Series 66 designation and has 17 years of industry experience, including roles at Metlife Securities Inc. and MassMutual Life Insurance Co. since 2016. 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 tools to develop written recommendations in collaborative annual planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Sierra G

Series 66

La Jolla, CA

Mass Mutual Investors Services

Sierra Gibson is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. She has worked at MML Investor Services LLC and MassMutual/Pacific Coast since 2019 and previously was employed at Primerica. Outside of advisory work, she serves as Chief Operating Officer of Troyo Mercedes Inc, a business consulting and operations management firm. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers ongoing, collaborative financial planning using firm-approved tools, with implementation of recommendations as optional and requiring separate arrangements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Michael Z

Series 63, Series 65

La Jolla, CA

Mass Mutual Investors Services

Michael Zepeda Jr. is a financial advisor with Mass Mutual Investors Services in La Jolla, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked with Mass Mutual since 1995 and MML Investors Services since 1997. He serves as a member of the Carlsbad Community-Police Engagement Commission, promoting communication between the police department and the community. MML Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, annual financial planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Karen W

CFP®, Series 63

La Jolla, CA

Mass Mutual Investors Services

Karen Walker is a CFP® professional with 27 years of industry experience, currently serving at MassMutual Investors Services since 1998. She has been associated with Massachusetts Mutual Life Insurance Co. since 1997. Additionally, she works as a life, health, long-term care, and disability insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven tools to deliver written recommendations through collaborative annual planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Thomas N

CFP®, Series 66

La Jolla, CA

Mass Mutual Investors Services

Thomas Naylor is a CFP® professional with 14 years of experience, currently serving clients at Mass Mutual Investors Services in La Jolla, CA. He has been affiliated with MML Investors Services and Mass Mutual Life Insurance Company since 2011. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers various programs including wrap and money-manager solutions as well as educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Andrew Q

Series 66, Series 63

La Jolla, CA

Mass Mutual Investors Services

Andrew Quebbemann is a financial advisor with Mass Mutual Investors Services who holds Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes roles at Northwestern Mutual and experience outside financial services in companies such as Thermo Fisher Scientific and ProPharma Group. 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 provides financial planning, asset management, and educational programs using firm-approved analytical tools, with a focus on collaborative, goal-oriented planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Ying S

Series 65, Series 63

La Jolla, CA

Mass Mutual Investors Services

Ying Sun is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. Though new to the financial industry with less than one year of experience, Sun has a background that includes roles at Swapsy Inc and Geminice Inc, as well as a marketing consultant position for Hike Global Supply Chain Ltd, an online wholesale and retail business of used electronic products. 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, and educational seminars, structuring client relationships around collaborative, goal-oriented planning without investment discretion.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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