Pasadena, CA E Colorado Blvd Office

Mark Ramos is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Eagle Strategies (NY Life) and New York Life Insurance Company. Ramos also operated his own consulting service, Ramos Consulting Services, for one year. 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, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Sylvia Lee is a financial advisor at MassMutual Investors Services with seven years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab and Co., Inc. and TD Ameritrade. Outside of her advisory role, Lee is licensed as an insurance broker and has a background in real estate brokerage. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented financial planning using firm-approved tools and offers specialized services including estate settlement and employer-sponsored planning.

Brian Lee is a CFP® and ChFC® with 30 years of industry experience, currently serving at Mass Mutual Investors Services in Pasadena, CA. He has been with MML Investors Services Inc. and Mass Mutual Life Insurance since 2002. MML 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 a range of programs including wrap accounts, money-manager options, and educational seminars, emphasizing collaborative, goal-oriented planning engagements.

Aaron Kuo is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his career in 2026. His prior work includes roles at Nutanix and UC Irvine, as well as freelance work on Upwork. 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 offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations within collaborative, annual planning engagements.

Susan Knox is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2018, and previously at The Prudential Insurance Company of America and Pruco Securities LLC from 2015 to 2018. Outside of her advisory work, she is involved in the online sales of consumer goods through Kukana Ana LLC. 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 offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations in collaborative annual engagements.

Davy Kwok is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at MassMutual Life Insurance Co, W&S Brokerage Services, and Massachusetts Mutual Life Insurance Company. 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 programs, providing collaborative and detailed planning engagements focused on client goals.

Jason Tan is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at MML Investors Services LLC since 2015 and MassMutual Life Insurance Company since 2014. Outside of his advisory role, he is also active as a real estate agent and loan officer, originating home loans and assisting clients with buying and selling real estate. 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 structures financial planning as annual collaborative engagements using firm-approved tools and offers specialized programs including divorce planning and estate settlement.

Debby Pan is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. She has 23 years of industry experience, including roles at OneAmerica Securities and The Strategy Partners. Outside of her advisory work, she serves as Vice President of the Global Federation of Chinese Business Women Greater Los Angeles Chapter and is a part-time teacher at the Chinese School of San Marino. 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 structures planning engagements as annual, collaborative relationships using firm-approved tools to analyze client goals, with implementation requiring separate arrangements.