Arkady Milgram

About Arkady Milgram

Arkady Milgram started in financial services in 1998 and joined MassMutual® in 2005. With…

Experience

1. Financial Strategist

   Massmutual Pacific

   Jan 2005 — Present · Westlake Village, CA, US

   With over 25 years of extensive experience, I assist my clients to achieve their life goals through well-designed, carefully crafted financial strategies. I am proficient in multiple financial areas, including insurance, investments, retirement income planning, tax reduction strategies, and estate planning. I am also a proponent of planned giving philosophy to help protect individuals’ estate assets. I utilize a “team approach” to help people to address their financial needs and goals. I work very closely with the network of attorneys and CPAs to create strategies designed to help ensure client\'s present and future well-being. Using this process, I helped many people understand how they can meet and exceed their financial goals. In addition, I have an advanced degree in helping families with special needs children.I am affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual 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. Arkady Milgram is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, MassMutual Pacific, 790 E. Colorado Blvd. Suite #710 Pasadena, CA 91101,(62••••••00CA Insurance License # 0B98667

Education

• The American College of Financial Services

  CLF®, Chartered Leadership Fellow® - Field Management & Leadership

  2002 — 2005

• The American College of Financial Services

  CLU, Life and health insurance, pensions, investments, income tax, group benefits,

  2009 — 2010

• The American College of Financial Services

  Special Care Planning Certification, Estate & Tax Planning, Government Benefit Programs

  2007 — 2009

Skills

• Wealth Management
• Iras
• Financial Planners
• Mutual Funds
• Retirement Planning
• Wealth
• Series 7
• Disability Insurance
• Wealth Accumulation
• Series 24
• Fixed Annuities
• Long-Term Care
• Insurance
• Pensions
• Financial Planning
• Finance
• Life Insurance
• Investments
• 401k
• Portfolio Management
• Strategic Financial Planning
• Estate Planning
• Investment Advisory
• Financial Advisory
• Term Life Insurance
• Retirement
• Financial Services
• Securities
• Series 66