Babak (Moshe) Rambod

Wealth Preservation Planning Specialist


I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Estate Planning
  • Risk Management Strategies
  • Business Succession Planning
  • Group Benefits
  • Charitable Giving
  • Retirement Income Planning
  • Business Owners


  • English

Fortuna - A digital investment platform & a dedicated financial advisor


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