rick-quan_deee62ae78bd4173a6492a01c89aaf03

Rick Quan

Investment Advisor Representative

CFP®, CMFC®, LUTCF®

Professional Story

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

English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Coverpath - Get a quote for term life insurance

MM202503-300856

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

Personal Story

MA: University of Michigan, Ann Arbor (1985)
BA: University of California, Berkeley (1981)

Travel

Rotary International, member since 2001

MassMutual Northern California

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