Focus: Insurance Strategies, Investment Strategies
As General Agent of MassMutual San Francisco since April 1, 2001, Robert Fakhimi has led the agency to 12 Chairman’s Trophy bowls (ten gold and two silver, including 2014) and 12 Crystal Achievement Awards, an honor he has earned every year since the award’s inception in 2003. The award recognizes agencies that have demonstrated solid performance and growth over the previous year.
Effective May 2013, he was also appointed the General Agent for MassMutual Northern California in Sacramento.
Bob was the President of the MassMutual General Agents association from 2010 to 2011. He also has qualified for the Four Star Award every year since it was introduced in 2010 to recognize agencies for their core product sales. In 2014, MassMutual San Francisco led the company in Premium for three out of the last four years. In 2012, MassMutual San Francisco led the company in annuity sales for the third consecutive year.
Bob received GAMA’s coveted First in Class Award in both 2011 and 2012, and for 2013 is a GAMA Master Agency Award recipient.
Over the years, Fakhimi has demonstrated an ability to recognize and recruit talented people to his agency. In six of the last nine years, at least one of the company’s Freshman Five members has come from MassMutual San Francisco. In addition, Brian K. Lee, ChFC, CFP, who was recruited to the agency by Fakhimi in 2002 and became an award-winning sales manager there, was named general agent of the MassMutual Greater Los Angeles Agency (formerly San Fernando Valley) in 2012.
Bob joined MassMutual in 2001 after an 11-year career with Mutual of New York, where he last served as managing director of his agency. Prior to joining MONY, he earned a bachelor’s degree in finance from San Diego State University.
In 2000, he won MONY’s Triple Crown award as the only managing director to surpass the company’s recruiting, production and Million Dollar Round Table (MDRT) quotas. He twice qualified for MDRT in 1995 and 1996, and earned MONY Honor Club recognition five times as a personal producer.
Bob has been a member of GAMA since 1997, and of the National Association of Insurance and Financial Advisors since 1990.
He and his wife Micki have three children, Ashley, Nicole and Christopher.
Robert Fakhimi is a Registered Principal of and offers securities through MML Investors Services, LLC, Member SIPC. Supervisory Office: 2121 N. California Boulevard, Suite 395, Walnut Creek, CA 94596; Phone: 925-979-2300. CA Insurance License #0802210.
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3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541