Emily Pendleton

Credentials:
  • CFP®
  • ChFC®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, LGBTQ, Special Care, Retirement Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

Languages: English, Chinese – Mandarin

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See Emily’s Licenses and Disclosures

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MassMutual Greater Pacific - Pasadena

Satellite Office

150 S. Los Robles Ave. Ste 750
Pasadena, CA 91101

CRN201912-180567