San Jose, CA Metro Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

7

Of 5,061 advisors across 1,224 offices

Location

181 Metro, Ste 550

San Jose CA 95110

Advisors at this office

7

Advisors at this office

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Christina Marie M

Series 65, Series 63

San Jose, CA

Mass Mutual Investors Services

Christina Marie Mendoza is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. She holds Series 65 and Series 63 designations and has worked previously at NYLIFE Securities LLC and New York Life Insurance Company. Mass Mutual Investors Services operates as 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.

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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Yiukong L

Series 63, Series 65

San Jose, CA

Mass Mutual Investors Services

Yiukong Lau is a financial advisor with Mass Mutual Investors Services in San Jose, CA, holding Series 63 and 65 licenses and bringing 10 years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience with Farmers Insurance and rideshare companies Lyft and Uber. Outside of his advisory work, he is also active as an insurance broker specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services operates as 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 programs, utilizing software tools and a collaborative approach to help clients address their financial goals.

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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Mengning Z

ChFC®, Series 63, Series 65

San Jose, CA

Mass Mutual Investors Services

Mengning Zhou is a financial advisor with Mass Mutual Investors Services in San Jose, CA. She holds the ChFC® designation and has 10 years of industry experience, including tenure at MassMutual Life Insurance Co. Since 2024, she has also worked as a mortgage loan originator with General Mortgage Capitol Corp., originating loans and offering rates to clients. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations through structured, collaborative 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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David F

Series 63, Series 66

San Jose, CA

Mass Mutual Investors Services

David Foguet is a financial advisor with Mass Mutual Investors Services in San Jose, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following seven years at MetLife Securities Inc. In addition to his advisory role, he provides financial and tax planning services as a Certified Public Accountant. MassMutual Investors Services 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 analytical tools and structured, collaborative client 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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Robert C

Series 66, Series 63

San Jose, CA

Mass Mutual Investors Services

Robert Couse is a financial advisor with Mass Mutual Investors Services in San Jose, CA, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He previously worked at New York Life Insurance and NYLIFE Securities LLC for 11 years before joining Mass Mutual in 2023. 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 uses firm-approved software tools for goal analysis and provides collaborative annual planning relationships tailored to client needs.

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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Masataka S

Series 66

San Jose, CA

Mass Mutual Investors Services

Masataka Scanlan is a financial advisor with Mass Mutual Investors Services in San Jose, CA. He holds a Series 66 designation and has been in the industry since 2023, with prior experience in businesses including Superstars of Sports, Inc. and Card Shop Live, Inc. Mass Mutual 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, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers 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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Nhan N

Series 63, Series 66

San Jose, CA

Mass Mutual Investors Services

Nhan Nguyen is a financial advisor with Mass Mutual Investors Services in San Jose, CA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2015. 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 offers a range of programs, including educational seminars and event-driven planning services such as 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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