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MassMutual financial professional.

Shana Despresemail

  • Professional Story

    Shana works with successful, motivated individuals and families, including professionals and business owners to help create organized security in their lives by making sure their financial world aligns with their goals.
     

    Shana provides the following products and services:

    Financial Position Analysis

    Cash reserve strategies

    Debt management

    Cash flow management

    Net worth

    Protection Planning

    Life insurance planning

    Disability income insurance options

    Long term care insurance

    Business succession planning

    Investment Planning

    Asset allocation and Risk tolerance

    Education funding

    Diversification strategies

    Tax Planning

    Business ownership

    Non-qualified investment planning

    Tax reduction strategies

    Tax deferral methods

    Retirement Planning

    401(k) & IRA Rollovers

    Retirement distributions

    Pre 591/2 strategies

    Social Security planning

    Risk tolerance transitions

    Estate Planning

    Asset ownership

    Trust planning

    Trust funding

    Charitable giving strategies

    Shana received a bachelor’s degree at the University of Michigan in 1992 and holds the designations of Chartered Financial Consultant® and Chartered Advisor in Senior Living® and is a Certified Financial Planner® Professional. Her immense dedication and core values are what drive her passion to help clients achieve their financial goals. With her 24 years of experience, she is licensed to sell Life Insurance & Variable Annuities in AZ, CA, FL, GA, MI, NC, NJ, NV, OH, OR, TX and WA. Domiciled in AZ, CA Insurance Lic#0E48626. She is also registered to offer securities products in in AZ, CA, FL, GA, MI, NC, NJ, NV, NY, OR, SC, TX and WA. CA.

    She has lived in Phoenix for the past 24 years with her husband of 28 years, Craig, and her children Grace, Luke and Angeleeya. She enjoys running, reading, hiking, travel and spending time with family and friends.

    CRN202210-272219

  • Languages:
    • English

  • Credentials:
    • CFP®
    • ChFC®
    • CASL®

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


  • Online Services

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