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MassMutual financial professional.

Gene "Gene" del Rioemail

  • Professional Story

    Gene del Rio, CLU® is a Wealth Advisor in Ipswich MA with over 25 years of experience.  Gene has focused his practice on helping families and business owners design strategies to accumulate and distribute wealth and then preserve it throughout retirement.  Gene and his team specialize in asset protection and tax reduction strategies that create reliable income streams during retirement and provide a legacy to families and family businesses. 

    Since 1996 Gene's office has been located on Market Street in Ipswich, MA.  Since 1999, Gene has been affiliated with Baystate Financial Services one of the largest and most prestigious Financial Services firms in New England. The relationship with Baystate Financial has allowed Gene's many clients to tap into cutting-edge planning resources and advisory services in the areas of Qualified Retirement Plans, Business Succession Planning, and Estate Planning design.

    Gene is a resident of Gloucester Ma where he enjoys Fishing and Riding his Mountain Bike.  He is a member of the National Association of Financial and Insurance Advisors, The Essex County Estate Planning Council, and The Boston Estate and Business Planning Council.  He has contributed to numerous local charities over the years including The Hamilton Wenham Rotary where he is a Paul Harris recipient, at Care Dimensions where he served on the Planned Giving committee for years, and the Hamilton Wenham Community Service Board. 

  • Languages:
    • English

  • Credentials:
    • CLU®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Income Planning
    • Business Succession Planning
    • Business Owners
    • Estate Planning
    • Charitable Giving

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