JP McDermott, MBA, Chfc, CLTC MassMutual Northern California

JP McDermott, MBA, Chfc, CLTC MassMutual Northern California Financial Planner | MassMutual Northern California Let’s talk about what keeps you up at night. Domiciled in CA, CA insurance license .

I'm JP McDermott – As a Financial Planner, my passion is taking my clients - families and business owners - through a holistic planning process to develop a financial plan that is sustainable, regardless of life’s events, and manages the financial issues that keep them up at night. Together, we’ll develop a plan that you not only feel comfortable with, but sets you on the path to financial freedom

. I am a registered representative and offer securities, investment advisory and planning through MML Investors Services, LLC. Member SIPC (www.sipc.org) Supervisory address: 6701 Koll Center Parkway, Suite 140, Pleasanton, CA 94566. 925-979-2300

01/30/2026

The Consumer Financial Protection Bureau has issued a new interpretive rule that says that a federal law should take precedence over state laws that ban medical debt from credit reports.

01/28/2026

CompAI cofounder and COO Claudio Fuentes is mandating in-person work at its New York office. He believes that being in the same space fosters faster collaboration and innovation. The startup may miss out on remote talent, but it's worth it, Fuentes told Business Insider.

01/23/2026

Time in retirement may be your most valuable asset.

01/21/2026

Glen and Harriett Hager have done a lot of estate planning. But they want to get their finances set in case one of them becomes incapacitated.

01/16/2026

Strong leadership, not technology, is the real driver of team performance and organizational success.

01/14/2026

Investors once again find themselves in the midst of a rate-lowering cycle. On Sept. 17, the Federal Reserve lowered the federal-funds rate by a quarter point. This rate cut, the first since December 2024, brought the central bank's ...

When it comes to variable annuities, optional step-up solutions could provide even more value to your retirement income ...
01/09/2026

When it comes to variable annuities, optional step-up solutions could provide even more value to your retirement income plan. Let’s talk about how this works and discuss your options.

01/07/2026

Love to feed your friends but hate spending a fortune and working yourself to exhaustion? Here’s how to ramp up the flavour while dialling down the chaos.

Whole life insurance is a cornerstone for solid planning, providing financial protection for you and your loved ones—now...
01/06/2026

Whole life insurance is a cornerstone for solid planning, providing financial protection for you and your loved ones—now and for years to come.

Take control of your future with a solution that supports your long-term goals and brings peace of mind.

Ready to secure your financial journey? Let’s connect and make this year a turning point for you and your family!

Small businesses power our communities. MassMutual’s 2025 Business Owner Perspectives Study examines what owners priorit...
01/05/2026

Small businesses power our communities. MassMutual’s 2025 Business Owner Perspectives Study examines what owners prioritize today, and how they’re planning for tomorrow.

Take a look at the latest study and reach out with any questions: https://bit.ly/3LnH4vL

01/02/2026

In what has been a tumultuous and unpredictable year, the third quarter qualifies as a period of normalcy.

12/31/2025

Investor sales rose to 21% of all existing-home transactions in August, the highest share since early 2024.

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3003 Oak Road Suite 250
Walnut Creek, CA
94597

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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