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MassMutual financial professional.

Ernest "Ernie" de la Rosa, Jremail

Capital Strategies - South Texas

10101 Reunion Place One Union Square, Suite 300
San Antonio, TX 78216-4157

  • Professional Story

    Preparing for the next step in life isn’t always easy. 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 income or long-term care insurance protection, I promise a new level of attention, insight and capability.

    Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I provide total financial needs analysis through a network of experienced professionals detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

    I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. 

    I will help you:

    • Define your personal financial goals.
    • Develop a financial strategy that can help you achieve these goals.
    • Suggest suitable products and solutions based on your own tolerance for risk and your timeframe.
    • Implement your strategy with products and services that help meet your needs.

    I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. 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 client.

    Registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Blue Oak Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

     

    Education

    University of Texas at San Antonio (2004)

    Hobbies

    Golf
    Fishing
    Movies

  • Languages:
    • English

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

  • Online Services

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