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MassMutual financial professional.

Carolyne Charvozemail

MassMutual Northern California

6701 Koll Center Parkway, Ste 140
Pleasanton, CA 94566

  • Professional Story

    My name is Carolyne Charvoz, and I am building my practice on hospitality and customer service. My past experiences include volunteering as a peer counselor, I am a former collegiate athlete, and I have a long history with working and managing restaurant groups.
    My transition into financial planning has challenged my former ideas of how I can help those around me. I pride myself in getting to know each client so that I can understand their individual needs and money goals. I provide guidance to collaborative, growth-minded and busy working professionals through a process of ongoing financial planning.

    My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

    When I am not planning for a client, I enjoy volunteering and spending time with my family and friends. I volunteer my time teaching financial literacy to grade school and high school students. I participate in several local networking groups and spend time with a couple of local support groups as well. I am an avid reader, not just about finance but about wine, whiskey, and food.

    Education

    University of California, Davis (2007-2010)

    Affiliations & Memberships

    Mount Diablo Business Women

    Community Involvement

    Junior Achievement of Northern California

  • Languages:
    • English

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


  • Online Services

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