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Alfred (Al) Sosa

Firm Director, Strategic Planning

CLU®, LUTCF®

Professional Story

Insurance Strategies, Financial Planning ® , Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, College Funding Strategies, Retirement Strategies, Retirement Income Planning, Business Owners, Investment Strategies (Reg. Reps Only)

English, Spanish

Over the past 34 years, I have enjoyed helping individuals and businesses achieve financial success both as a Financial Advisor and Director of Strategic Planning. Along with helping clients, I coach as well as develop new advisors seeking to better serve their community using the training, knowledge, and resources provided through our firm. As a team, we are committed to a standard of excellence and professionalism with a passion to make a difference in the lives of others.

MM2025-300856

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

Personal Story

Miami Dade College: American College

Enjoy boating: fishing: camping: hiking: movie editing

Member of NAIFA, Raleigh and Cary Chamber of Commerce

MassMutual North Carolina

4000 Westchase Blvd #400 Raleigh, NC 27607
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MassMutual North Carolina Office