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Warren P

CFP®, Series 63, Series 65

Norwalk, CT

Mass Mutual Investors Services

Warren Pena is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds the CFP® designation and has worked at firms including Northwestern Mutual and Mass Mutual Life Insurance Company. In addition to his advisory role, he is a sales agent for individual life and health insurance and owns SoNo Financial LLC, an accounting and bookkeeping entity. MassMutual Investors Services provides financial planning and related services to individuals, business owners, trusts, and charitable organizations. The firm offers asset management, educational seminars, and tailored planning programs addressing areas such as divorce, estate settlement, and employer-sponsored benefits.

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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