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MassMutual financial professional.

James R. De Gaetanoemail

Center for Wealth Preservation - Suffolk

1393 Veterans Memorial Highway Suite 307 S.
Hauppauge, NY 11788

  • Professional Story


    My goal is to always take care of families and business owners by putting their needs first and providing them with assistance in 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.


     Fixed and Variable Annuities 

     Disability Income Insurance
     Estate Conservation Strategies
     Education Funding Strategies
     IRA Consolidation/Rollovers
     Long-Term Care Insurance
     Mortgage Protection (through life insurance and disability income insurance)
     Lump Sum Pension Distribution
     Medicare Supplement Coverage
     Pension Payout Alternatives
     Pension Transfer/Rollovers
     Mutual Funds
     Tax Sheltered Annuities, 403(b) Plans
     Term Insurance
     Universal Life Insurance
     Variable Universal Life Insurance
     Whole Life Insurance
     Business Planning Strategies


     Registered to offer Securities products in New York
     Licensed to sell Life & Health Insurance in New York and Arizona 
     Series 6 and 63 licenses
     RFC - Registered Financial Consultant designation


     41 years in the Financial Services Industry: 11 years on Wall Street, 30 years MetLife
     Started as a Trader on the floor of the NYSE
     Vice President of JETS of America
     15-year member of Smithtown High School Advisory Group
     Hobbies: Chess
     James has been married to Diane, a CPA, for 27 years. They have 2 daughters, Jennifer, 22, and Melissa, 20



    Coin Collecting

    Community Involvement

    Smithtown Advisory Group - mentoring high school students for the business olympics and business classes

  • Languages:
    • English

  • Credentials:
    • RFC®

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

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