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MassMutual financial professional.

james s. kephartemail

  • Professional Story

    My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.

    Education

    Cal Poly- San Luis Obispo

  • Languages:
    • English

  • Credentials:
    • CLTC®
    • CRPC®

  • Specialties:
    • Insurance Strategies
    • Student Loan Refinancing
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • Estate Planning

Check the background of this investment professional on FINRA’s BrokerCheck

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