Jessica Chan

Financial Planner


Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Retirement Strategies, Charitable Giving, Estate Planning, Financial Education, Business Owners, Risk Management Strategies

English, Chinese-Mandarin

Preparing for that next step in life isn’t always easy. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:

  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
  • Implement your strategy with products and services that help meet your needs.

I am licensed to sell insurance in: CA and securities in: CA. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC ( Supervisory address:3003 Oak Rd. Suite 250, Walnut Creek, CA 94597


Check the background of this investment professional on FINRA's BrokerCheck

Personal Story

Master in Computer Science (1981 - 1983)
Bachelor in Law (1975 - 1979)


Member of the Financial Planning Association (FPA)

The Asian Pacific Islander American Public Affairs Association (APAPA)
AARP Foundation Tax-Aide

MassMutual Northern California

6701 Koll Center Parkway, Ste 140 Pleasanton, CA 94566
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MassMutual Northern California Office