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Karen Steffy-Chief Recruiting Officer
Chief Recruiting Officer at Massmutual Northern California
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Work Experience
Jan 2015 - Present · 9 years and 11 months
Chief Recruiting Officer
2018 - Present · 6 years and 11 months
Director Of Selection
Jan 2015 - Present · 9 years and 11 months
Recruiting Director
Nov 2013 - Jan 2015 · 1 years and 2 months
Company Details
We are a holistic financial planning firm that believes in the creation of a comprehensive financial roadmap for our clients. We believe in building a strong foundation through maximum protection strategies, cash value insurance, and fee-based wealth management solutions. Our efforts are focused towards creating and furthering an environment where financial professionals can fully dedicate their attention to their clients. We build balanced financial planning practices where planners own and run their own businesses at an elite level of service for an optimal client experience. We provide support and resources through practice development, professional coaching, continuing education, advanced technology utilization, and financial planning business model integration for planners to not only envision, but to execute – a multi-disciplinary practice. We invest in the highest caliber financial professionals who believe that integrity, honesty, and character matter, who provide exemplary service to their clients, and who desire to build a prosperous financial planning practice. If you’re struggling with resources, support, culture, and/or ownership of your practice, or don’t have a clear path to create the practice you envision, we would love to have a conversation. Phone: 925-979-2300 Disclosures and licensing: https://northerncalifornia.massmutual.com/about-us/licenses CRN202710-7260005
Year Founded
1868
Social Media
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Industry
Financial Services, Investment Services, Life Insurance, Retirement & Financial Planning
HQ Location
6701 Koll Center Pkwy Suite 140 Pleasanton, California 94566, US
Keywords
InsuranceRetirementFinancial PlanningInvestmentsWealth Management
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