Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Gee Na P

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Gee Na Park is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA. She holds the Series 66 designation and has been in the industry since 2025. Prior to joining Mass Mutual, she worked at G & C Lifestory Inc, Mediclo Inc, and SCC Education Inc. She also holds an outside insurance sales position as a broker focused on life, disability, long-term care insurance, and fixed annuities. 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 financial planning, asset management, and educational seminars, using firm-approved software and strategies to develop written recommendations tailored to client goals.

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

Kyu Ho L

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Kyu Ho Lee is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. His career includes roles at MassMutual Life Insurance Company and Bank of America. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

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

Michael Y

CFP®, Series 66

Los Angeles, CA

Mass Mutual Investors Services

Michael Yang is a CFP® with 23 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and previously at METLIFE SECURITIES Inc. He is also the CFO and owner of DoOn Asset Inc. MML Investors Services, LLC, where he is based, 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.

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

Francisco L

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Francisco Lim is a financial advisor at Mass Mutual Investors Services with a Series 66 credential. He has one year of industry experience and has previously worked in educational roles at several schools and community organizations. Mass Mutual 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 offers collaborative annual financial planning engagements using firm-approved analytical tools and supports a range of event-driven planning programs.

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

Jongsik K

Series 63

Los Angeles, CA

Mass Mutual Investors Services

Jongsik Kim is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he works as an insurance agent. 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 provides financial planning, asset management, and educational seminars, offering services that include event-driven planning programs and various investment strategy recommendations.

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

Gurdeep S

CFP®, Series 63, Series 65

Los Angeles, CA

Mass Mutual Investors Services

Gurdeep Singh is a CFP®-designated financial advisor with Mass Mutual Investors Services, bringing 32 years of industry experience. His prior experience includes 23 years with Metlife Securities Inc. In addition to his advisory role, he works as an independent insurance agent selling disability and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements tailored to clients’ goals.

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

Van H

Series 63, Series 65

Los Angeles, CA

Mass Mutual Investors Services

Van Hess is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. Outside of his advisory role, Van Hess is a partner in an insurance business and is involved as a landlord for short-term vacation rentals. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides comprehensive planning engagements using firm-approved analytical tools and serves a broad client base that includes high-net-worth individuals.

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

Scott G

Series 63, Series 66

Los Angeles, CA

Mass Mutual Investors Services

Scott Grove is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Grove has been with Mass Mutual Investors Services since 2002 and has worked with MassMutual Life Insurance Company since 2001. Outside of his advisory role, he consults on life insurance and premium financing portfolios and owns an LLC that holds personal investments and private placements. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as an annual, collaborative process using firm-approved analytical tools and offers a range of programs including money-manager solutions 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
user avatar
firm logo

Daniel L

CFP®, Series 66

Los Angeles, CA

Mass Mutual Investors Services

Daniel Long is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA. He holds CFP® and Series 66 designations and has 39 years of industry experience. His prior work includes 22 years at Metlife Securities Inc. and more than a decade at MassMutual Life Insurance Company. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual 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 provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative and goal-based 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
user avatar
firm logo

Sung P

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Sung Park is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. He previously worked at Metlife Securities from 2015 to 2017. In addition to his advisory role, he operates an insurance brokerage focusing on health and group health sales. 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 detailed client information and firm-approved software to develop written recommendations through collaborative annual engagements.

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

Jawon B

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Jawon Baik is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and two years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, DI Group, UCLA, and MiraCosta College. Mass Mutual 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 emphasizes collaborative, annual financial planning engagements using firm-approved software and offers specialized programs such as divorce planning and estate-settlement services.

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

James H

Series 63, Series 66

Los Angeles, CA

Mass Mutual Investors Services

James Hasnah is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at METLIFE SECURITIES Inc for 14 years. Mass Mutual Investors Services, LLC operates as 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 provides annual, collaborative planning engagements that focus on recommending investment categories and strategies without discretionary authority.

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

Vikram S

ChFC®, Series 63, Series 66

Los Angeles, CA

Mass Mutual Investors Services

Vikram Sheth is a financial advisor at Mass Mutual Investors Services with 52 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes long tenure at Metlife Securities Inc. and experience at MassMutual Life Insurance Company. He also works as an independent insurance agent specializing in dental and group disability income, life settlement, and property and casualty insurance. 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 financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning and event-driven services like estate settlement and divorce planning.

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

Chang C

ChFC®, Series 63, Series 65

Los Angeles, CA

Mass Mutual Investors Services

Chang Chun is a financial advisor at Mass Mutual Investors Services with 40 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to his current role, he worked at PRUCO Securities, LLC and Prudential Insurance Company of America. He is also an agent in health and group health insurance. Mass Mutual Investors Services 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, and educational seminars, using firm-approved tools to provide tailored, goal-oriented recommendations.

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

Janice A

Series 63, Series 65

Los Angeles, CA

Mass Mutual Investors Services

Janice Ahn is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes roles at MetLife Securities and MassMutual Life Insurance Company. She is also a licensed individual life insurance agent and serves as CEO and owner of DoOn Asset, Inc., a corporation created to manage her investment advisory business. MassMutual Investors Services, LLC 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 annual, collaborative financial planning engagements using firm-approved analytical tools and provides specialized event-driven planning services such as divorce and estate-settlement planning.

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

Woong L

Series 63, Series 65

Los Angeles, CA

Mass Mutual Investors Services

Woong Lee is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with MML Investors Services, LLC since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is also an agent specializing in group health insurance. Mass Mutual Investors Services, LLC 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 offers customized planning through collaborative annual engagements, utilizing advanced analytical tools and specialized programs such as divorce planning and estate-settlement services.

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

Eugene S

Series 63, Series 66

Los Angeles, CA

Mass Mutual Investors Services

Eugene Song is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His career includes roles at MML Investor Services, LLC and Massachusetts Mutual Life Insurance Company since 2018, as well as positions at The Prudential Insurance Company of America and PRUCO Securities, LLC from 2013 to 2018. In addition to his advisory work, he is licensed as an insurance agent specializing in group health. 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 with an emphasis on 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
user avatar
firm logo

Eric B

Series 63, Series 65, Series 66

Los Angeles, CA

Mass Mutual Investors Services

Eric Bryson is a financial advisor with MassMutual Investors Services, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. Prior to joining MassMutual in 2017, he worked at Charles Schwab in various roles from 2013 to 2017. Outside of his advisory work, he is also an insurance agent specializing in the sale of individual and group non-variable medical insurance products. 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 ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that provide written recommendations based on detailed client data and firm-approved analytical tools.

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

Michael Y

CFP®, Series 66

Los Angeles, CA

Mass Mutual Investors Services

Michael Yoon is a Certified Financial Planner® with 10 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services. He has been with Mass Mutual and its affiliated firms since 2016. Outside of his advisory role, he is also licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, and health insurance products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements supported by advanced analytical tools and also provides event-driven planning services such as divorce and estate settlement.

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

Yong K

Series 63, Series 65

Los Angeles, CA

Mass Mutual Investors Services

Yong Kim is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years and has been with Mass Mutual and its affiliates since 2016. Outside of financial services, he is involved as an insurance agent and owns a coin-operated laundromat business. 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 seminars, using firm-approved software to deliver written recommendations focused on investment categories and strategies.

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

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")