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MassMutual financial professional.

Michael Di Roccoemail

Michael Di Roccoemail



Professional Story

As a Retirement Plan Specialist with Capstone Partners Financial & Insurance Services, my practice is based on a client-centric approach. My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I provide comprehensive financial strategies and/or focus on one specific area of need. Knowledge is the key to a successful financial future.  My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

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, Financial Planning


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

Connect with Michael

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