Carolyne Charvoz has a long history of hospitality and customer service. She has a natural ability to connect with new people and uses this ability to seek out those people who might need her help. She has volunteered as a peer counselor, was a former collegiate athlete, and strives to be an amazing host to her friends and family.
Along with a team of professionals, she offers guidance to her clients to help them reach their financial goals. Carolyne can provide comprehensive financial strategies and/or focus on one specific area of need. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you're simply looking for life, disability, or long-term care insurance protection, Carolyne promises a new level of attention, insight, and capability.
When not working hard for her clients, Carolyne looks forward to spending time with her fiance and their rescue cat, Caspa. They have recently relocated back to the Bay Area after spending the last 3 years in New York. Carolyne was born and raised here in the Bay and is grateful for the opportunity to be close to family.
Carolyne is domiciled and licensed to sell insurance in California.
MassMutual refers to Massachusetts Mutual Life Insurance Company
University of California, Davis (2007-2010)
- Insurance Strategies
- College Funding Strategies
- Group Benefits
- Financial Education
- Retirement Income Planning
- Student Loan Refinancing
- Business Owners