As a long-time financial services industry veteran, Jacklin brings her exuberance and fun-loving spirit to each relationship she builds with individuals, families, and business owners while tending to their most important financial aspirations with determination and diligence.

Born in Iran, her father, Abbas, worked as a railroad executive and her mother, Ati, for a government agency, Jacklin and her two siblings learned the importance of independence, community involvement, and taking responsibility for her actions. As a working female, her mother was uncommon during this period in Iran and Jacklin credits her mom’s perseverance and dedication to excellence in her career, while balancing family life, with her belief and ability to do this in her own life.

Seeking higher education and the promise of greater opportunity, Jacklin left her homeland just one week prior to the Iranian Revolution that upended her country and shut down all visas to the United States and abroad. 

While saddened and torn by leaving her country and loved ones during the upheaval, with her parent’s encouragement and self-empowered determination she remained in the United States where she attended Roosevelt University in Chicago and graduated with a degree in industrial engineering. A degree that she felt would be useful upon her return Iran.

While in school, she met, Hamid, and this relationship changed the trajectory of her life. Soon after graduation, the couple moved to Los Angeles, and they were married a year later. With no particular interest in pursuing a career within the area of her degree now that she was firmly rooted in the U.S., she took an entry level position at Columbia Savings in the banking industry where her hard work allowed her to work her way up quickly. Several years later, the couple had their first child, Shaya, and she began seeking opportunities in the financial sector that would allow greater freedom of schedule and opportunity for growth which led her to New England Financial where she gained the independence and control over her time that needed to balance family life and, simultaneously, provided greater opportunity to play an increasingly important role in the financial aspects of her clients’ lives. In 2015, New England Financial became MetLife Premier Client Group. Since then, she has continued to advise clients through JBahramy Financial and Insurance Services. 

Michael Di Rocco is an Investment Specialist and Retirement Plan Specialist for MassMutual Capstone Partners Financial and Insurance Services, LLC.

Michael provides an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. Michael offers a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high-net-worth families, businesses, and institutions. Michael has the skills, knowledge and experience required to help meet his client’s established goals.

 Prior to MassMutual, Michael was a Retirement Plan Consultant and Associate Investment Consultant at Beacon Pointe Advisors. Michael specialized in qualified retirement plans that provided plan sponsors with the services they needed to offer a robust retirement program. Services included plan design consulting, fee benchmarking and vendor review, investment review and participant education among other additional services. As an Investment Consultant, Michael’s responsibilities included investment policy statement review, asset allocation and investment manager structure for endowment and non-profit clients. 

Michael received his bachelor’s degree in economics from San Jose State University. As a collegiate baseball player, Michael enjoys volunteering as a baseball coach during his free time. In addition, Michael enjoys playing golf and spending time with his family and friends. Michael resides in Irvine with his wife Christina.

Through our relationship with Capstone Partners Financial and Insurance Service, LLC we have access to the following resource. This individual is not an employee of JBahramy Financial and Insurance Services. 

Michael is licensed to sell insurance in AZ, CA, CO, NV, TX, & WA. CA Insurance License Number 2125026. Domiciled in CA. Michael is licensed to sell securities in: AZ, CA (IAR), CO, DC, DE, FL, GA, IN, MA, NV, NY, OH, PA, SD, TX (IAR), VA & WA. Michael Di Rocco is a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 4675 MACARTHUR CT STE 1050 NEWPORT BEACH, CA 92660 Phone: (949) 660-1717. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.

Paul is a Wealth Management Advisor responsible for teaming with financial professionals in the ultra-high-net worth business owner market. Paul possesses broad and deep expertise in comprehensive wealth management and advanced estate planning. He is also a frequent speaker on numerous financial and advanced estate planning topics.

Prior to joining Mass Mutual Capstone Partners, Paul was a Director of Strategic and Financial Planning at Beacon Pointe Advisors. Paul provided comprehensive financial planning for the firm’s high-net-worth individuals, small business owners and corporate executives. He previously served as the Director of Financial Planning at Tax & Financial Group and was a Manager of Financial Planning at KPMG and The AYCO Company, a subsidiary of Goldman Sachs. 

 Paul received his bachelor’s degree in economics from the University of Florida School of Business Administration and went on to earn a Master of Business Administration (MBA) in Finance from the University of Miami Graduate School of Business Administration. He later earned his Juris Doctor (JD) from the Syracuse University College of Law and his Master of Laws (LLM) in Taxation from Chapman University School of Law.

 Paul resides in Laguna Niguel with his wife, Treena, and two children. 

Through our relationship with Capstone Partners Financial and Insurance Service, LLC we have access to the following resource. This individual is not an employee of JBahramy Financial and Insurance Services. 

Paul is licensed to sell insurance in AZ, CA, CO, DE, FL, GA, MD, ME, NC, NV, NY. CA Insurance License Number 0D71613. Domiciled in CA. Paul is licensed to sell securities in: AZ, CA, CO, CT, FL, GA, HI, ID, IN, MA, NV, OH, OR,  PA, SC, TN, TX, UT, WA.

Paul Salerno is a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 4675 MACARTHUR CT STE 1050 NEWPORT BEACH, CA 92660 Phone: (949) 660-1717. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Entrepreneur Solutions Financial and Insurance Services is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

_{*Licensed but not practicing.}