El Segundo, CA 200 N Pacific Coast Hwy Office

Team
Updated today
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Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,118

Across 1,229 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that operates as a subsidiary of MassMutual. It provides ongoing financial planning to individuals (including high‑net‑worth clients), business owners, trusts, estates, charitable organizations, and employers, and also offers asset management, wrap and money‑manager programs and educational seminars.

Financial planning engagements are structured as annual, collaborative relationships in which advisers collect detailed client information, use firm‑approved software (including Monte Carlo simulations and automated asset‑allocation tools) to analyze goals, and deliver written recommendations; advisers generally recommend investment categories and strategies rather than making specific product selections and do not have investment discretion as part of the planning engagement. Implementation of recommendations is optional and requires separate brokerage or insurance arrangements, and advisers may receive additional compensation in their capacities as registered representatives or insurance agents when clients choose to implement recommendations.

Noteworthy features in the brochure include the recent addition of a standalone Divorce Planning offering (announced March 2026) and explicit descriptions of estate‑settlement and employer‑sponsored planning programs, which present event‑driven planning services in a defined way. The firm also discloses an extensive history of regulatory and enforcement actions (including SEC and state orders and associated remediation) and details about affiliated‑product distribution and sales‑support compensation arrangements that can create potential conflicts of interest for clients to consider.

Based on Mass Mutual Investors Services

Expertise

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Based on Mass Mutual Investors Services

Occupation focus

Founder/Business Owner Attorney Executive

Based on Mass Mutual Investors Services

Demographic focus

Married/Couples/Partners Divorced

Based on Mass Mutual Investors Services

Location

200 N Pacific Coast Hwy, Suite 1825

El Segundo CA 90245

Advisors at this office

17

Advisors at this office

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Yechiel G

Series 66

El Segundo, CA

Mass Mutual Investors Services

Yechiel Goldberg is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds the Series 66 designation and has been associated with Mass Mutual and its affiliates since 2009. In addition to his advisory role, he operates as an expert witness and offers college consulting services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning relationships and offers various programs including educational seminars and a standalone Divorce Planning service.

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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Concela T

Series 66, Series 63

El Segundo, CA

Mass Mutual Investors Services

Concela Tarver is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. She has one year of industry experience and has previously worked at New York Life Insurance Company and Merrill. Outside of her advisory roles, she has been involved with the Pacific Coast Regional Small Business Development Center since 2022. Mass Mutual Investors Services 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 emphasizes structured, collaborative financial planning engagements using 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
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Helen K

Series 63, Series 65

El Segundo, CA

Mass Mutual Investors Services

Helen Kim is a financial advisor with Mass Mutual Investors Services in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with MML Investors Services, LLC since 2017 and MassMutual Life Insurance Co since 2015. Outside of her advisory role, Kim teaches at the Southern California Korean School. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning approach involves collaborative, annual engagements using software tools 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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Kathleen A

Series 66

El Segundo, CA

Mass Mutual Investors Services

Kathleen Adams Brosterman is a financial advisor with Mass Mutual Investors Services in El Segundo, CA, holding a Series 66 designation and 39 years of industry experience. She has worked with MML Investors Services, LLC and MassMutual Life Insurance Co since 1989. Additionally, she maintains a sales agent role in the health and long-term care insurance sector. MassMutual 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 financial planning, asset management, and educational seminars, using firm-approved tools to develop investment 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
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Stephen S

Series 63, Series 65

El Segundo, CA

Mass Mutual Investors Services

Stephen Shiao is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Enterprise LLC, Prudential, New York Life Insurance Company, and NYLIFE Securities LLC. Outside of financial services, he has been involved with entrepreneurial ventures including TidyUp Laundry and Lock America, Inc. 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, emphasizing annual collaborative planning relationships that utilize firm-approved software and tools for goal analysis and 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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Paul K

Series 63, Series 65, Series 66

El Segundo, CA

Mass Mutual Investors Services

Paul Karlitz is a financial advisor with MassMutual Investors Services in El Segundo, CA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with MassMutual and its related entities since 2007. Outside of his advisory role, he assists with a technology-based mobile application developed by his son’s business, Study Senses LLC. 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, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning engagements supported by proprietary software and offers a range of specialized planning services.

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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Mina S

Series 65, Series 63

El Segundo, CA

Mass Mutual Investors Services

Mina Salahshoury is a financial advisor with Mass Mutual Investors Services in El Segundo, CA. She holds Series 65 and Series 63 designations and has approximately one year of industry experience. Her prior work experience includes roles at Northwestern Mutual Investment Services LLC and CadFab Digital. 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’s approach includes collaborative, annual planning relationships 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
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Robert S

ChFC®, Series 63, Series 65

El Segundo, CA

Mass Mutual Investors Services

Robert Smith is a financial advisor with Mass Mutual Investors Services in El Segundo, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, working with MML Investors Services, LLC since 1989 and MassMutual Life Insurance Co since 1988. In addition to his advisory role, he is also an insurance agent. 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 using a structured, collaborative planning approach supported by advanced 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
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Vance L

CFP®, ChFC®, Series 63, Series 66

El Segundo, CA

Mass Mutual Investors Services

Vance Litchfield is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services in El Segundo, CA, and has held prior roles at firms including Prudential Insurance Company of America, MetLife Securities Inc, and Lincoln Investment. Outside of his advisory work, he is also active as an insurance broker focusing on health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs comprehensive planning tools and maintains collaborative annual client relationships to develop tailored investment and financial strategies.

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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Paul G

Series 66

El Segundo, CA

Mass Mutual Investors Services

Paul Grande is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has seven years of industry experience and has worked with MML Investors Services, LLC since 2019. In addition to his advisory role, he is the owner and president of a company that operates an apartment building in Los Angeles. MML 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, focusing on collaborative annual planning engagements that use 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
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Robert S

CFP®, Series 63

El Segundo, CA

Mass Mutual Investors Services

Robert Sarkissian is a CFP®-certified financial advisor with 25 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Co, where he has been since 2013. Outside of advisory roles, he is engaged in individual and group life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning using firm-approved software tools.

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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W. Kent A

Series 66

El Segundo, CA

Mass Mutual Investors Services

W. Kent Althouse is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and with 21 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 also works as a life and health 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 offers collaborative planning engagements using proprietary software and educational seminars, with a range of event-driven planning services including 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
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Binyamin S

Series 66

El Segundo, CA

Mass Mutual Investors Services

Binyamin Smith is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and four years of industry experience. He has worked with MML Investors Services, LLC since 2022 and has been associated with MassMutual Life Insurance Co since 2016. In addition to his advisory role, he is involved in life, disability, and long-term care insurance sales. 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 financial planning, asset management, and educational seminars, using firm-approved tools 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

Arturo U

Series 63, Series 65

El Segundo, CA

Mass Mutual Investors Services

Arturo Unzueta is a financial advisor with Mass Mutual Investors Services in El Segundo, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with MML Investors Services, LLC and MassMutual Life Insurance Co since 2012. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements supported by firm-approved analytical tools and offers specialized services such as divorce planning and estate-settlement 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

John D

Series 66

El Segundo, CA

Mass Mutual Investors Services

John Dellaporta is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and no prior industry experience. His work history includes roles at MassMutual Life Insurance Co and City of Torrance Department of Recreations, and he has been involved with Miceli's Hollywood since 2018. 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, focusing on collaborative annual planning engagements and a range of specialized 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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