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Kristina B

Series 63, Series 65

West Palm Beach, FL

Mass Mutual Investors Services

Kristina Bergman is a financial advisor with Mass Mutual Investors Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at MetLife Securities and has been with MassMutual and its affiliated firms since 2016. Outside of her advisory role, she operates an insurance agency focused on life, fixed annuities, disability, long-term care, and health insurance products. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and offering a range of asset management and educational 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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Thomas W

West Palm Beach, FL

Mass Mutual Investors Services

Thomas Walsh is a financial advisor with Mass Mutual Investors Services in West Palm Beach, FL, and holds 30 years of industry experience. He worked at Metlife Securities Inc. for 23 years before joining Mass Mutual-related firms in 2016. Walsh also conducts sales and service of life, fixed annuities, disability, long-term care, and health insurance in a separate capacity. Mass Mutual Investors Services operates as 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 programs with a focus on collaborative, goal-based 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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Jonathan K

Series 66, Series 65

West Palm Beach, FL

Mass Mutual Investors Services

Jonathan Knaus is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 66 designations and five years of industry experience. His prior roles include positions at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers a range of planning services including estate-settlement and employer-sponsored 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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