Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Financial Planning ® , Financial Education, Group Benefits, College Funding Strategies, Charitable Giving, Risk Management Strategies, Estate Planning, Student Loan Refinancing
English, Spanish
Andre Brown with MassMutual of Northern California. My team and I create comprehensive financial plans through extensive research, investment assessments and customized risk management. Our true reward is in fulfilling the needs of clients and their families because we enjoy crafting a foundation for their wellbeing so they can live a life of leisure while engaging in the implementation of plans to protect their assets, to grow their portfolio and to plan for a comfortable retirement while maintaining their current lifestyle. We all became a resource for members of our varied communities since our heritage as immigrants, educational backgrounds and work experiences has given us a unique perspective in crafting solutions that has led to enormous success for our clients. We have extensively coached high net worth individuals and their families to not only survive the volatility of the pandemic, the recession and the major market downturns of the 2020s but also to thrive towards the future. We look forward to the opportunity to serve and can be reached directly at (415)518-1804.
MM202503-300856
Check the background of this investment professional on FINRA's BrokerCheck
Harvard University (1987-1991)
Soccer, Golf, Music, Reading, Community Cleanup
Forrmer Events Committee Chair of Harvard Club of San Francisco, Member of the Glide Memorial Church, Member- National African American Insurance Association.
Lower Nob Hill Neighborhood Association and Nob Hill Association