P. Nathen  Banne,  CFP<sup>&reg;</sup> - Financial Advisor

P. Nathen Banne, CFP®

ChFC

CFP

Mass Mutual

989 E Hillsdale Blvd. #230, 1710 Great Highway
San Francisco, CA 94404
(415) 608-9346 CONNECT WITH P. Nathen
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General

P. Nathen Banne is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mass Mutual in San Francisco, CA and the surrounding communities.

Financial Advisor Experience

Began selling life insurance and annuities at age 28, promoted to management at age 33, began financial planning at age 36, became a Certified Financial Planner 39, now have over 20 years of experience in Comprehensive Financial Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: CA,WA,OR
  • Fixed annuities: CA, WA, OR
  • Variable annuities: CA, WA, OR

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

My Broker-Dealer: MassMutual Life Investors Services Inc. (MMLIS)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Starting a Family, Long-term Care

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