Meet the Team

 

















Phillip Di Rocco

Financial Planner

Financial Services Representative


Investment Advisor Representative

CA Insurance License #0E59374

Domiciled in CA


Phone: (949) 471-5873

 


Fax: (949) 851-6323

 




 


 


Phillip Di Rocco believes that financial planning is the foundation upon which to build a long-lasting relationship to accomplish life goals. Phillip is dedicated to working with his clients to help them better understand their current financial situations while providing them with the right combination of advice, guidance and implementation to help them reach their future goals. By utilizing the collective talents, insights and experience of his team at MassMutual Greater Pacific, Phillip provides a palette of ideas, perspectives, and judgment to guide his clients in making sound financial choices. Working from that foundation he collaborates with his clients to develop comprehensive plans that will achieve their financial goals, preserve and protect what is most important to them, and lead them towards financial independence.


 


Phillip Di Rocco is a 20-year resident of Newport Beach. Phillip graduated from Corona Del Mar High School and then went on to study at the University of Southern California and graduated with a Bachelor's degree in Sociology. For the last 15 years, Phillip has lived in Malibu and has just moved back to Newport Beach.


 


Two of Phillip's greatest hobbies are sport fishing and spearfishing. He and his lovely wife, Nicole, have a daughter Capri that fills up most of their free time. Phillip also greatly enjoys any other activity involving the great outdoors. He is very family oriented and finds that family and close friends are his most important priorities in life.


 


 



 

Paul Salerno, JD*, LLM, MBA

Firm Director of Advanced Markets & Financial Planning

Investment Advisor Representative


CA Insurance License #0D71613

Domiciled in CA


Phone: (949) 471-5878

 


Fax: (949) 851-6323

 




 


 


 


Paul is the Firm Director of Advanced Markets and Financial Planning for MassMutual Greater Pacific. He is responsible for teaming with wealth advisors in the high-net-worth, ultra high-net worth, business owner and corporate executive markets. 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 MassMutual, 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 Masters of Laws (LLM) in Taxation from Chapman University School of Law.


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


*Licensed but not practicing on behalf of MML Investors Services, LLC