JP McDermott

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I am a holistic Financial Planner specializing in Long Term Care and Medicare planning.
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Financial Planner and Business Advisor
Life Insurance, Long Term Care, Financial Planner

Life, Disability, Long Term Care insurance; JP's practice focuses on serving entrepreneurs and small business owners. He helps them attract and retain top talent using executive bonus plans and helps them plan for a comfortable retirement while leaving a legacy for their families.

MassMutual Pacific
Business Services & Consulting, Financial, Insurance
Risk Management
Business Insurance, Financial Advisors
Disability, Employee benefits, Life

JP McDermott is not just another tactical financial specialist. JP really cares about his clients' welfare and takes the time to get to know their unique financial goals, their dreams and roadblocks that may be preventing their achievement. JP's practice focuses on serving entrepreneurs and small business owners. He helps them attract and retain top talent using executive bonus plans and helps them plan for a comfortable retirement while leaving a legacy for their families.

With an MBA in Finance and 20+ years experience with corporate leaders like AT&T and SBC, JP also brings business, leadership and management experience to his clients, helping them make sound financial decisions.

JP chose to affiliate with MassMutual, a leading financial services company with more than a century and a half of financial strength and customer service. JP believes in a team approach for complex estate planning and has affiliated with proven experts in Banking, Accounting, Law and Real Estate to provide his clients with access to the services they may require.

When JP is not helping business owners protect and grow their assets, he enjoys time with his family. He volunteers for several civic, community and non-profit organizations: board member of St. Mary's College Alumni Association, St. Mary's Graduate Business Alumni Council, and Danville representative to the Contra Costa Transportation Authority.

When a client is looking to expand, sell or retire from her business, looking for tax saving strategies or ways to attract and retain employees, call me.

WC1 Walnut Creek
Walnut Creek
CA
94597
925-949-7423
925-858-9510