MassMutual Northern California - San Jose

We had a great training with some of our agents yesterday in our San Jose office. Thank you to everyone who was able to attend!

Thank you to all the wonderful agents who were able to make it to our company lunch picnic!

Welcome Linh (Jennie) Ha to our San Jose office! Before joining MassMutual earlier this year, she was already in the financial services industry and comes to our office with experience as an insurance agent. We look forward to watching her grow at MassMutual!

Through our relationship with MassMutual, you’ve got access to Advisor360 — a fully-integrated, innovative and completely customizable platform to manage everything in one place. Made by advisors, for advisors. Find out more at advisor360.com

Welcome and congratulations to our newest agent, Annalyssa Tranne, who recently became full time with MassMutual! Annalyssa has an extensive background in the finance industry on top of her Lash Studio business. We are excited to welcome her to our San Jose office and watch her grow with our company!

Know the rules for roth 401(k) rollovers

Know the Rules for Roth 401(k) Rollovers Rolling a Roth 401(k) into a Roth IRA is usually the optimal thing to do. Here's how.

Happy birthday to our Managing Partner, Nhan Nguyen!

Holiday traditions may look different this year, but just because we can't be together doesn't mean we can't stay connected. Take action to create a more secure financial future for you and your family. Wishing you and your family a safe, happy, and prosperous New Year!

Welcome to Christine Bach at our San Jose office! Christine became full time with us at the end of 2020 and we are excited to have her at MassMutual as a Financial Services Professional.

Please join me in welcoming Cynthia Perez to our MassMutual family! She joined at the end of last year as a Financial Services Professional. Before she came to MassMutual, Cynthia was a self-employed insurance agent and we are excited to welcome her!