Pleasant Hill, CA Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

2

Of 5,061 advisors across 1,224 offices

Location

Pleasant Hill CA

Advisors at this office

2

Advisors at this office

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Andrew V

ChFC®, Series 63, Series 65

Pleasant Hill, CA

Mass Mutual Investors Services

Andrew Vasquez is a financial advisor with Mass Mutual Investors Services based in Pleasant Hill, CA. He holds the ChFC® designation and securities licenses Series 63 and Series 65, and has 30 years of industry experience. His career includes 22 years at Metlife Securities Inc. before joining Mass Mutual Investors Services and MassMutual Life Insurance Co. 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 that use firm-approved software tools to analyze goals and provide 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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Eric G

CFP®, Series 66

Pleasant Hill, CA

Mass Mutual Investors Services

Eric Gross is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with Mass Mutual Investors Services in Pleasant Hill, CA, where he has worked since 2013. He also serves as president of his own investment advisory firm, Eric F Gross Inc, which he established in 2023. 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 uses detailed client data and analytical tools to deliver comprehensive financial plans, with additional offerings such as estate and employer-sponsored 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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