Rita Yeh


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

    Languages: English, Chinese – Mandarin

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

    • Advisory services
    • 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

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    MassMutual Greater Pacific - Pasadena

    Satellite Office

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

    CRN201912-180567