Rob Chase
Mass Mutual Financial Advisor/Team Leader
- Role
- Financial Advisor Team Leader at Golden Summit Wealth & Insurance Solutions
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
About Rob Chase
Preparing for that next step in life isn’t always easy. My combination of experience…
Experience
Financial Advisor Team Leader
Golden Summit Wealth & Insurance Solutions
May 2014 — Present · Sacramento, CA, US
As a Representative with the Mass Mutual, I work with clients to identify their financial security needs and then focus on solutions that can help make their goals a reality. I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Visit my website https://advisors.massmutual.com/rob-chase for additional information
Skills
- Retirement Planning
- Disability Insurance
- Financial Planning
- Long Term Care Insurance
- Insurance
- Investments
- Wealth Accumulation
- Life Insurance
- Retirement
- Mutual Funds
- Long-Term Care
- Securities
- Finance
- Series 63
- Series 6
- 401k
- Estate Planning
- Asset Allocation
- Term Life Insurance
- Leadership
- Team Building
- Iras
- Roth Ira
- Traditional Ira
- Sep Ira
- Rollovers
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