Phillip Di Rocco


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

    Languages: English

    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

    Education

    Marymount College (1998-1999)
    University of Southern California (1999-2002)

    Hobbies

    Fishing and Spearfishing

    Affiliations & Memberships

    Member of the Financial Industry Regulatory Authority, Inc. (FINRA)

    Community Involvement

    Dream Street Foundation

    See Phillip’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Phillip

    *Fields are required

    MassMutual Greater Pacific - Costa Mesa

    Satellite Office

    650 Town Center Dr. Suite 1650
    Costa Mesa, CA 92626

    CRN202008-234829