MassMutual financial professional.

Helen Liemail

MassMutual Northern California - San Francisco

101 Montgomery Street, Suite 600
San Francisco, CA 94104

  • Professional Story

    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 pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

    I am Certified in Long-Term Care (CLTC). The CLTC program is owned by the CLTC Board of Standards Inc. and it provides insurance and financial service professionals with the critical tools necessary to address long term care planning with their clients. 

    Hobbies

    Travel
    Reading
    Appreciation for Architecture

    Affiliations & Memberships

    Member of the Shanghai Heritage Society

    Community Involvement

    Charity Cultural Services

  • Languages:
    • English
    • Chinese – Mandarin

  • Credentials:
    • CLTC®

  • Specialties:
    • Insurance Strategies
    • Retirement Income Planning
    • College Funding Strategies
    • Business Owners
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning

  • Online Services

See Helen’s Licenses and Disclosures

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