Michael C. Di Rocco

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.