Redwood City, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,930,528,956
ClientsTotal clients
448,837
AdvisorsAdvisors at this office
3
Of 5,061 advisors across 1,224 offices
Location
555 Twin Dolphin Dr, Ste 320
Redwood City CA 94065
Advisors at this office
3
Advisors at this office
Geoffrey B
Series 63, Series 66
Redwood City, CA
Mass Mutual Investors Services
Geoffrey Bernal is a financial advisor with Mass Mutual Investors Services in Redwood City, CA, holding Series 63 and Series 66 credentials and having 31 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services 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 provides collaborative annual financial planning engagements and a range of programs including wrap and money-manager options, along with educational seminars.
Charles P
ChFC®, Series 63
Redwood City, CA
Mass Mutual Investors Services
Charles Pollock is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 63 designations. He has 50 years of industry experience, including roles at MetLife Securities and MassMutual Life Insurance Company. Pollock is also involved in individual and group life and health insurance sales through Charles (Ted) Pollock Investment related activities. 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 provides financial planning, asset management, and educational seminars, with a focus on collaborative, goal-driven planning and multiple specialized service offerings.
Mikael L
Series 63, Series 66
Redwood City, CA
Mass Mutual Investors Services
Mikael Lee is a financial advisor with Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at MetLife Securities Inc. Lee is also the owner of a boba tea shop, Lee's Teahouse Inc. 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 planning engagements using firm-approved analytical tools and serves a range of client types, including high-net-worth individuals.
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