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MassMutual financial professional.

Sharon T. DiLorenzoemail

Charter Oak Financial: The Latham Office

24 Century Hill Drive Suite 105
Latham, NY 12110

  • Professional Story

    PROFESSIONAL BACKGROUND

    Sharon is a financial planner with MassMutual’s Latham, New York office. She focuses her practice on financial planning services, life insurance, disability income insurance, health insurance, retirement and benefits programs, as well annuity and investment products for individuals, business owners and corporate managers. For both individuals and business owners and their employees, Sharon helps maximize her clients’ resources so that they can address their goals and work to sustain their desired financial position for a lifetime.

    Prior to joining MassMutual, Sharon was a Financial Services Representative of MetLife. She brings 40 years of experience in insurance, public accounting and banking. She has worked in the insurance industry for over 30 years.

    Outside of the office she combines her interest in music, writing and gardening by staying actively involved in the Greater Capital Region.

    Sharon lives in Clifton Park with her German Shorthaired Pointer, Doppler.


    AREAS OF PRACTICE

    • Financial Planning
    • Life Insurance
    • Disability Income Insurance
    • Health Insurance
    • Retirement and Benefit Programs
    • Annuity and Investment Products
    • Key Man Insurance
    • Business Succession Planning

    Education

    University of Vermont (1975-1979)
    Saint Michael's College (1982-1985)

  • Languages:
    • English

  • Credentials:
    • CPA*
    • CLU®
    • ChFC®
    • CPCU®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners

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

See Sharon’s Licenses and Disclosures

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