Picture of Mary Zheng

    Mary Zheng

    CLU®, LUTCF®

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

    About Mary

    Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

    Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Mary Zheng CLU®, LUTCF® is a registered representative of and offers securities through MSI Financial Services, Inc., Member SIPC, 10960 Wilshire Boulevard, Suite 2100, Los Angeles, CA 90024-3702, Tel: (310) 689-3300

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    California, Louisiana, Maryland, Michigan, Minnesota, New Jersey, Washington

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Minnesota

    Mary Zheng CLU®, LUTCF®, Brea, CA, CA Insurance Lic.# 0B56938

    You Have a Vision
    for Your Future.

    Our Financial Professionals can help you turn it into reality. Discover the benefits of working with us, and find out how we can help.

    Still not sure what you need?

    Select a Goal and We'll Help You Get There