Meet Purvi

MassMutual financial professional.

Financial Planner

Purvi Bhavsar

CLTC, CFP®

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Focus areas

Insurance Strategies, Investment Strategies, Business Owners, Risk Management Strategies, Retirement Income Planning, College Funding Strategies

Languages

English

Professional Story

Knowledge is the key to a successful financial future. My background, experience and committment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

 

I am a financial professional affiliated with Massachesetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.

 

Education

L.D.College of Engineering (1981-1986), Univ. of Maryland (1988-1991), American College (2003-2005)

Hobbies

Reading, hiking, music

Affiliations & Memberships

Member of the Financial Industry Regulatory Authority, Inc. (FINRA)

MM202503-300856

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MassMutual Perimeter

3720 Davinci Court, Suite 150
Peachtree Corners, GA 30092
Connect with us404-255-0118404-255-8314Get Directions
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Check the background of this firm on FINRA's BrokerCheck.

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 3720 Davinci Court, Suite 150, Peachtree Corners, GA 30092, Phone: 404-255-0118.

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.  Agency officers are not officers of MassMutual. 

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.