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MassMutual financial professional.

Michael Di Roccoemail

Capstone Partners Financial - Newport Beach

4695 MacArthur Ct Suite 1000
Newport Beach, CA 92660

  • Professional Story

    As a Retirement Plan Specialist with MassMutual Greater Pacific, Michael Di Rocco’s practice is based off of a client-centric approach. Michael is an advocate for financial security of individuals and families and believes that anyone can achieve their financial dreams by clearly defining their personal investment goals, risk tolerance, and time horizon.  The core components surrounding his business philosophy include honesty, trust, dedication. Michael’s top priority is reaching a client-advisor relationship that consists of openness, trust, and mutual understanding at all times.  He is dedicated to diversifying clients’ investment portfolio, building their wealth, and keeping them focused on long term goals.

    Education

    San Jose State University Bachelor's Degree, Economics

    Hobbies

    Volunteer Baseball Coach
    Golf

    Community Involvement

    Ronald McDonald House Charities

  • Languages:
    • English

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


  • Online Services

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