MassMutual Northern California

Main Office

3003 Oak Road, Suite 250
Walnut Creek, CA 94597-4541

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Greg Cohn

General Agent

Our Financial Professionals

  1. Dan Altamirano

    CLTC®

    MassMutual Northern California

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
    • Joanne V. Barrios

      FSCP®

      MassMutual Northern California

      Focus:

      • Insurance Strategies
      • Business Owners
      • Risk Management Strategies
      • Business Succession Planning
      • Show More

      Languages:

      • English, Spanish
    • Andy Berleth

      CLU®

      MassMutual Northern California

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Glenn Bittner

        RICP®, CLTC®

        MassMutual Northern California

        Focus:

        • Insurance Strategies
        • Business Owners
        • Investment Strategies
        • Student Loan Refinancing
        • Show More

        Languages:

        • English
      • Jimmy Diehl

        MBA, CFBS, RICP®, AIF®, CLTC®

        MassMutual Northern California

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • Retirement Income Planning
        • College Funding Strategies
        • Show More

        Languages:

        • English
        • Leo Dulay, Jr

          MassMutual Northern California

          Focus:

          • Insurance Strategies
          • College Funding Strategies
          • Retirement Income Planning
          • Business Succession Planning
          • Show More

          Languages:

          • English
        • Peggy Gan

          MBA

          MassMutual Northern California

          Focus:

          • Insurance Strategies
          • Business Owners
          • Investment Strategies
          • Estate Planning
          • Show More

          Languages:

          • English, Chinese – Cantonese, Chinese – Mandarin
          • Michael Garmon

            ChSNC™

            MassMutual Northern California

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Special Care

            Languages:

            • English
            • James Glass

              LUTCF®, CLTC®

              MassMutual Northern California

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • Eric F. Gross

                CFP®, CLTC®

                MassMutual Northern California

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Retirement Income Planning
                • Risk Management Strategies
                • Show More

                Languages:

                • English
              • Jessica Jopes

                MassMutual Northern California

                Focus:

                • Insurance Strategies
                • Retirement Strategies
                • College Funding Strategies
                • Group Benefits
                • Show More

                Languages:

                • English
              • Deepak Katyal

                MassMutual Northern California

                Focus:

                • Insurance Strategies
                • Retirement Income Planning
                • Retirement Strategies
                • College Funding Strategies

                Languages:

                • English
              • Joann Lam

                MassMutual Northern California

                Focus:

                • Insurance Strategies
                • Retirement Income Planning
                • Retirement Strategies
                • College Funding Strategies
                • Show More

                Languages:

                • English, Chinese – Cantonese, Chinese – Mandarin
              • Mark J. Lewis

                CLTC®

                MassMutual Northern California

                Focus:

                • Insurance Strategies
                • Business Owners
                • Retirement Income Planning
                • Retirement Strategies
                • Show More

                Languages:

                • English
              • Karen Marriner

                MBA

                MassMutual Northern California

                Focus:

                • Insurance Strategies

                Languages:

                • English
                • JP McDermott

                  CLTC®, MBA

                  MassMutual Northern California

                  Focus:

                  • Business Owners
                  • Investment Strategies
                  • Insurance Strategies
                  • Retirement Income Planning
                  • Show More

                  Languages:

                  • English, Spanish
                • John W. McFadden

                  LUTCF®

                  MassMutual Northern California

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • Business Owners
                  • Group Benefits
                  • Show More

                  Languages:

                  • English
                  • Harunah Ntege

                    MassMutual Northern California

                    Focus:

                    • Insurance Strategies

                    Languages:

                    • English
                  • Gian Panetta

                    CLTC®

                    MassMutual Northern California

                    Focus:

                    • Insurance Strategies

                    Languages:

                    • English
                    • Leslie J. Pettinelli

                      MassMutual Northern California

                      Focus:

                      • Insurance Strategies
                      • Business Owners
                      • Investment Strategies

                      Languages:

                      • English
                      • Richard "Rick" Rodriguez

                        RICP®

                        MassMutual Northern California

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Retirement Income Planning
                        • Retirement Strategies
                        • Show More

                        Languages:

                        • English
                        • Matthew Sagers

                          CLTC®

                          MassMutual Northern California

                          Focus:

                          • Insurance Strategies
                          • Business Owners
                          • Retirement Income Planning
                          • College Funding Strategies
                          • Show More

                          Languages:

                          • English, Chinese – Mandarin
                        • Samantha Sagers-Davenport

                          CFBS, CLTC®

                          MassMutual Northern California

                          Focus:

                          • Business Owners
                          • Retirement Income Planning
                          • Group Benefits
                          • Business Succession Planning
                          • Show More

                          Languages:

                          • English
                        • Russel Singer

                          CFP®, MBA

                          MassMutual Northern California

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Business Owners
                          • Retirement Income Planning
                          • Show More

                          Languages:

                          • English
                        • Kim S. Smith

                          MBA, LUTCF®, CLTC®

                          MassMutual Northern California

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Business Owners
                          • LGBTQ
                          • Show More

                          Languages:

                          • English
                          • Richard Sullivan

                            JD**, CLU®

                            MassMutual Northern California

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Andrew "Drew" Vasquez

                              ChFC®, LUTCF®

                              MassMutual Northern California

                              Focus:

                              • Investment Strategies
                              • Business Owners
                              • Retirement Income Planning
                              • Retirement Strategies
                              • Show More

                              Languages:

                              • English, Spanish
                            • Jane Vidal

                              MassMutual Northern California

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies
                              • Retirement Income Planning
                              • Retirement Strategies
                              • Show More

                              Languages:

                              • English
                              • Timothy Walsh

                                MassMutual Northern California

                                Focus:

                                • Insurance Strategies
                                • Special Care

                                Languages:

                                • English
                                • Tamika D. Workmon

                                  CRPC®, MBA

                                  MassMutual Northern California

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies
                                  • Financial Education
                                  • Risk Management Strategies
                                  • Show More

                                  Languages:

                                  • English
                                  • DJ Wu

                                    MassMutual Northern California

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies

                                    Languages:

                                    • English
                                    • Bobbie Zerby

                                      MassMutual Northern California

                                      Focus:

                                      • Insurance Strategies
                                      • Business Owners
                                      • LGBTQ
                                      • Charitable Giving
                                      • Show More

                                      Languages:

                                      • English
                                      • Stephen Zhou

                                        MassMutual Northern California

                                        Focus:

                                        • Insurance Strategies

                                        Languages:

                                        • English
                                        CRN202109-253382