MassMutual financial professional.

Jeffrey J. Lingemail

Sagient - Honolulu Office

1001 Bishop St., Ste. 2600 American Savings Bank Tower
Honolulu, HI 96813

  • Professional Story

    I offer an analysis of your current financial situation and help you:

    • Identify financial goals and concerns
    • Illustrate what is being done to reach your goals and deal with concerns
    • Identify gaps if present, and offer solutions to fill them

    Professional achievements:
    CERTIFIED FINANCIAL PLANNER™ Professional

    Notary Public

    Affiliations:
    -Financial Planning Association, Board of Directors, member since 2004
    -National Association of Insurance and Financial Advisors, member since 2005

    -Hawaiian Community Lending, Board of Directors since 2009

    Education:
    -University of Hawaii at Manoa, Bachelor of Business, Finance
    -University of Hawaii at Manoa, Bachelor of Arts, Economics
    -Golden Key International Honor Society
    -Mortar Board National Honor Society, Director of Finance
    -Dean’s List
    -Instructor, “Survey of Economics”

  • Languages:
    • English

  • Credentials:
    • CFP®

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

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

See Jeffrey’s Licenses and Disclosures

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