The Dow as of the Previous Day’s Close
My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
- Rotary Club of Laguna Niguel
President 2003 - 2004
Paul Harris Fellow - Laguna Niguel Women's Club
GFWC, CFWC
President 1990 - 1991 & 2000 - City of Laguna Niguel
Military SupportCommittee Member - City of Laguna Niguel
Past Commissioner of Parks and Recreation - City of Laguna Niguel
Past Chairman of Gift Acceptance Policy and Campaign Contribution Committee - City of Laguna Niguel
20th Anniversary of Cityhood Celebration Committee - NAWBO-OC National Association of Women Business Owners, Orange County
- Financial Planning
- Retirement Planning
- 401k Rollovers
- Estate Planning
- Wealth Management
- Asset Management
- Fixed Income
- Municipal Bonds
- Cash Management
- 529 Plans
- Lending Services
- Chartered Retirement Planning Counselor
College For Financial Planning - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Bachelor of Science
Business Administration
California State University, Northridge - Teaching Credential
K-12 Multiple Subject, Clear
California State University, Fullerton - Financial Planning Specialist Designation
- Life and Health Insurance Licensed
- Annuity and Long Term Care Licensed
- Series 31 - Futures Managed Funds
- Laguna Niguel Citizen of the Year
- Most Outstanding Graduate Student, California State University, Northridge
- 2012 Orange County Five Star Wealth Manager
- Source: Orange Coast, April 2012, “2012 FIVE STAR: Best in Client Satisfaction Wealth Managers,” as identified in conjunction with Crescendo Business Services, an independent research firm. Over 32,000 high net worth residents were surveyed (along with 3,750 financial services professionals) and asked to evaluate wealth managers they knew. In addition to survey results, wealth advisors evaluation criteria included: a minimum of five years’ financial services experience, acceptable compliance records, and evaluation results by a panel of local industry experts are incorporated into the overall evaluation process. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. For more information on the rating methodology, go to http://www.fivestarprofessional.com.
-The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Best in Client Satisfaction Wealth Managers.
-The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
-The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Crescendo or Westchester Magazine.
-The rating is not indicative of the advisor’s future performance.Business Experience- 2004
- Present: Morgan Stanley*
- 1993
- 2004: Business Owner
- 1982
- 1986: Teacher
- 1978
- 1982: Pacific Telephone
Management
- 2004
- Present: Morgan Stanley*
See Investing & Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Equities Show Resilience, but ..." Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the firm’s Global Investment Committee, says equity markets appear to be looking beyond the soft patch in the economic data, but they may not be forgiving for long.
• "Positioning Portfolios for (Slightly) Higher Rates" We expect interest rates to trend higher through the year, which is why we are recommending investors shorten the duration in their bond portfolios.
• "Our Favored Overseas Plays" We find opportunities in Japanese automakers, European industrial restructurings, overseas tech champions and companies that sell to emerging market consumers.
Plus, look for more on economics, real estate investment trusts, energy, gold and asset allocation.
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Elaine A. Gennawey - Client Brochure
Elaine A. Gennawey - Dialogues, Winter 2010
