MassMutual Northern California

Main Office

3003 Oak Road, Suite 250
Walnut Creek, CA 94597-4541

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See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Robert Fakhimi

CEO, MassMutual Northern California

Greg Cohn

General Agent

Our Advisors

  1. Dan Altamirano

    CLTC®

    MassMutual Northern California

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
    • Andy Berleth

      CLU®

      MassMutual Northern California

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Glenn Bittner

        MassMutual Northern California

        Focus:

        • Insurance Strategies
        • Business Owners
        • Investment Strategies

        Languages:

        • English
        • Jimmy Diehl

          MBA, CFBS, RICP®, AIF®

          MassMutual Northern California

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Retirement Income Planning
          • College Funding Strategies
          • Show More

          Languages:

          • English
          • Peggy Gan

            MBA

            MassMutual Northern California

            Focus:

            • Insurance Strategies
            • Business Owners
            • Investment Strategies
            • Estate Planning
            • Show More

            Languages:

            • English, Chinese – Cantonese, Chinese – Mandarin
            • Michael Garmon

              ChSNC™

              MassMutual Northern California

              Focus:

              • Insurance Strategies
              • Investment Strategies
              • Special Care

              Languages:

              • English
              • James Glass

                LUTCF®, CLTC®

                MassMutual Northern California

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • Eric Gross

                  CFP®

                  MassMutual Northern California

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • Retirement Income Planning
                  • Risk Management Strategies
                  • Show More

                  Languages:

                  • English
                • Mark J. Lewis

                  MassMutual Northern California

                  Focus:

                  • Insurance Strategies
                  • Business Owners
                  • LGBTQ

                  Languages:

                  • English
                  • Karen Marriner

                    MBA

                    MassMutual Northern California

                    Focus:

                    • Insurance Strategies

                    Languages:

                    • English
                    • John W. McFadden

                      LUTCF®

                      MassMutual Northern California

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies
                      • Business Owners
                      • Group Benefits
                      • Show More

                      Languages:

                      • English
                      • Gian Panetta

                        MassMutual Northern California

                        Focus:

                        • Insurance Strategies

                        Languages:

                        • English
                        • Leslie J. Pettinelli

                          MassMutual Northern California

                          Focus:

                          • Insurance Strategies
                          • Business Owners
                          • Investment Strategies

                          Languages:

                          • English
                          • Valli Ravi

                            JD**

                            MassMutual Northern California

                            Focus:

                            • Insurance Strategies

                            Languages:

                            • English
                            • Samantha Sagers-Davenport

                              MassMutual Northern California

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Rong Shen

                                MassMutual Northern California

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Kim S. Smith

                                  AEP®, CFP®, ChFC®, CLU®, CLTC®

                                  MassMutual Northern California

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  • Richard Sullivan

                                    JD**, CLU®

                                    MassMutual Northern California

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies

                                    Languages:

                                    • English
                                    • Timothy Walsh

                                      MassMutual Northern California

                                      Focus:

                                      • Insurance Strategies
                                      • Special Care

                                      Languages:

                                      • English
                                      • DJ Wu

                                        MassMutual Northern California

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies

                                        Languages:

                                        • English
                                        • Bobbie Zerby

                                          MassMutual Northern California

                                          Focus:

                                          • Insurance Strategies
                                          • Business Owners
                                          • LGBTQ
                                          • Charitable Giving

                                          Languages:

                                          • English
                                          • Stephen Zhou

                                            MassMutual Northern California

                                            Focus:

                                            • Insurance Strategies

                                            Languages:

                                            • English
                                            CRN201905-211178