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Gabriel I

CFP®, ChFC®, Series 63, Series 65

San Jose, CA

Mass Mutual Investors Services

Gabriel Issa is a financial advisor with Mass Mutual Investors Services in San Jose, CA, holding the CFP® and ChFC® designations with 16 years of industry experience. He has been with MML Investors Services Inc. since 2008 and associated with MassMutual/Silicon Valley Financial Group since 2005. 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, and educational seminars, utilizing 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
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Drake K

Series 66

San Jose, CA

Mass Mutual Investors Services

Drake Kelly is a financial advisor with MassMutual Investors Services holding a Series 66 credential and has been in the industry since 2026. Prior to joining MassMutual, he worked at XILO and Optyo, and has experience with various fitness and service-oriented roles. He has also served in the Army National Guard. MassMutual 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 employs a collaborative planning process using firm-approved software and provides specialized programs including 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
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Christopher R

ChFC®, Series 63, Series 66

San Jose, CA

Mass Mutual Investors Services

Christopher Raddie is a financial advisor with Mass Mutual Investors Services in San Jose, CA. He holds the ChFC® designation and Series 63 and 66 licenses, and has 11 years of industry experience. Since 2019, he has also served as an agent with Silicon Valley Financial Group, focusing on group health. Mass Mutual Investors Services operates as 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 offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and a range of investment and 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
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