
Simona Palenemail
2241 Douglas Blvd., Suite 100
Roseville, CA 95661
Professional Story
I am dedicated to making a difference in people’s lives. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. Knowledge is the key to a successful financial future.
MassMutual has a long history of financial strength and strong performance, and although dividends are not guaranteed, the company has paid dividends to eligible participating policyholders consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
I am licensed to sell insurance in: CA, lic# 4036712. Domiciled in Citrus Heights. MassMutual refers to Massachusetts Mutual Life Insurance Company.
Education
Sierra College (2000-2004), AA Liberal Arts, AS Natural Science
Harvard Business School Online (2019) CORe CertificateHobbies
Reading
Writing
Creating my travel website
Eating amazing foods (and cooking sometimes too)Languages:
- English
Specialties:
- Financial Education
- Retirement Income Planning
- LGBTQ
- College Funding Strategies
- Group Benefits
- Insurance Strategies