
Masataka (Mashi) Scanlanemail
Golden Summit Wealth & Insurance Solutions - San Jose
San Jose, CA 95110
Professional Story
Hi, I’m Mashi Scanlan, JD — Founder and Financial Planner.
I joined MassMutual with a simple goal: to help remove financial stress so you can focus on what really matters — living with purpose and building a life you love.
I work with young and mid-career professionals and entrepreneurs, offering life and disability insurance, annuity strategies and holistic financial planning. My approach is rooted in empathy and guided by one principle: Listen First. That means real conversations, thoughtful planning, and advice tailored to your specific goals.
Before stepping into financial services, I practiced law, which taught me to navigate emotional and complex issues with clarity and kindness. Now, I use that same mindset to help clients make confident, informed decisions about their money and their future.
Outside of work, I’ve found my own purpose — traveling the world with my incredible fiancée, Claire, spending time with my dogs (Raylan & Tuppence) and inspiring and helping others build lives with purpose, free of financial stress while achieving their goals.
If you’re ready to move forward with less stress and more intention, let’s connect.
I am licensed to sell insurance in California (Domiciled in Carmel, CA Insurance License Number 4420099). I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 6701 Koll Center Parkway, Suite 140, Pleasanton, CA 94566 925.979.2300
I am licensed to practice law in the following jurisdictions: CA (CalBar #254718)*
*Licensed but not practicing on behalf of MML Investor Services, LLC. or its affiliated companies.
Education
University of California at Santa Cruz (1997-2001), Boston University School of Law (2003-2006)
Hobbies
Cooking, Lifting Weights, Playing with my Dogs, Reading Mysteries, Traveling the World
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA), Member of the California State Bar
Languages: English
Credentials: JD
Specialties:Insurance Strategies, Investment Strategies, Financial Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning, Financial Education
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