Featured Members

Featured Member

As a financial planner with MassMutual Northern California, Carolyne works with families and individuals who are focused on developing good habits to help secure their financial freedom in the future. She provides on-going financial guidance, and along with her team strives to be responsive, creative, and organized. Her goal is to be a lifetime resource for each and every client.

In the financial planning process, there are six key areas of planning and each family tackles each area differently, which personalizes the services provided. Carolyne and her team want each client to feel understood and confident when making a decision or changing their plan.

Carolyne’s ideal clients are individuals or couples who are aiming to grow their income, reduce their debt, increase their savings, and are focused on their careers, possibly starting a family, and are looking for a resource to get their financial house in order. They are curious about different ways to save, how to invest, and how to protect themselves from life’s “what ifs.”

Carolyne joined Mt. Diablo Business Women (MDBW) this year and says she’s benefited from the mentoring and networking that the group offers. She says she joined MDBW because she wanted to learn how other women have grown, or are currently growing their business. She also wanted to learn about women’s journeys, meet new people, and feel uplifted. “MDBW has been all of those things to me,” says Carolyne.

When not working with clients, Carolyne volunteers for Junior Achievement of Northern California. She is helping to establish a Young Professionals group for a local chamber, and loves to give back to the community through volunteering and charity.

In her free time, Carolyne loves to cook and organize dinners, celebrate with friends and family, squeeze in a good workout, and challenge herself to learn something new. She is an avid reader and is currently reading a book on floral arrangements. Carolyne lives in the East Bay with her husband and rescue cat, Caspa, both of whom she enjoys spending time with. 

To learn more about Carolyne, visit her website and her LinkedIn page.

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.  Carolyne Charvoz is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. CA Insurance Lic. #4063154 3003 Oak Road, Suite 250 Walnut Creek, CA 94597 925-979-2331    

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Carolyne Charvoz

Financial Planner, MassMutual Northern California