Pleasant Hill, CA Contra Costa Blvd Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

8

Of 5,061 advisors across 1,224 offices

Location

2300 Contra Costa Blvd, Suite 600

Pleasant Hill CA 94523

Advisors at this office

8

Advisors at this office

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Edward P

Series 66

Pleasant Hill, CA

Mass Mutual Investors Services

Edward Padnos is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been in the financial industry since 2026, with prior experience at Lenox Advisors, Inc., MassMutual Life Insurance Company, and MML Investors Services, LLC. Outside of finance, his background includes work in education and political campaign offices. MassMutual 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 collaborative, annual financial planning engagements using firm-approved tools and delivers written recommendations without investment discretion.

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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Raymond A

Series 63, Series 65

Pleasant Hill, CA

Mass Mutual Investors Services

Raymond Adair Jr. is a financial advisor with Mass Mutual Investors Services in Pleasant Hill, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Since 2012, he has been associated with both MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is also a magic and stage hypnosis performer. 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 provides financial planning, asset management, and educational seminars, using firm-approved tools and collaborative annual planning relationships.

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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Nityesh A

Series 66

Pleasant Hill, CA

Mass Mutual Investors Services

Nityesh Arumugam is a financial advisor with Mass Mutual Investors Services in Pleasant Hill, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Co, and Lenox Advisors. He is also active as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC operates as 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 provides structured, collaborative financial planning engagements supported by firm-approved software and offers specialized 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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Irvin H

Series 66

Pleasant Hill, CA

Mass Mutual Investors Services

Irvin Hu is a financial advisor with Mass Mutual Investors Services in Pleasant Hill, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at Lenox Advisors, Inc., Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Axa Advisors, LLC, and Equitable Advisors. In addition to his advisory role, Hu serves as Vice President at Lenox Advisors, Inc., where he is involved in outside insurance sales including life, disability, long-term care, fixed annuities, and health insurance. 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 firm-approved software for detailed goal analysis and delivers written financial recommendations through ongoing collaborative relationships.

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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Steven S

ChFC®, Series 63, Series 65, Series 66

Pleasant Hill, CA

Mass Mutual Investors Services

Steven Serotte is a financial advisor with Mass Mutual Investors Services in Pleasant Hill, CA. He holds the ChFC® designation and securities licenses Series 63, 65, and 66, with 24 years of industry experience. He has worked at Lenox Advisors, Inc. since 2002 and MML Investors Services, Inc. since 2001, also affiliated with MassMutual since 1996. Outside of advisory work, he is an insurance agent specializing in individual and group life and health insurance. 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 provides financial planning, asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships 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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Nathan P

Series 63, Series 65

Pleasant Hill, CA

Mass Mutual Investors Services

Nathan Powell is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials. He has been in the financial industry since 2026. Prior to joining the firm, he held various roles including positions at Lenox Advisors and MassMutual Life Insurance Company. Outside of finance, his background includes experience in service and retail businesses as well as education. Mass Mutual 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, annual financial planning engagements and a range of investment 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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Andrew T

Series 66

Pleasant Hill, CA

Mass Mutual Investors Services

Andrew Thiermann is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has two years of industry experience. He has worked at several firms, including MML Investors Services, MassMutual Life Insurance Company, and NY Life Securities LLC. Thiermann is also active as an insurance broker with Lenox Advisors, specializing in life, disability, long-term care, fixed annuities, and health insurance. 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 with a structured, collaborative approach 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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Oliver V

Series 66

Pleasant Hill, CA

Mass Mutual Investors Services

Oliver Von Feldt is a financial advisor at Mass Mutual Investors Services with Series 66 credentials and less than one year of industry experience. He previously held various roles at Loyola Marymount University, Alpine Hills Tennis and Swimming Club, and Saint Francis High School. Von Feldt also serves as a relationship manager at Lenox Advisors, focusing on life, disability, long-term care, fixed annuities, and health insurance. 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 emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools, offering investment strategy guidance 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
View complete list of advisors at this office
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