For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
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- Morgan Stanley*
Wealth Advisory Specialist Designation, 2009
First Vice President, 2007
Vice President, 2001
Associate Vice President, 1999
Account Executive, 1996
- MBA - Finance, 1995
- BA - Socio/Economics, 1990
University of California - Los Angeles
UCLA Westwood, CA
- Series 7, 1996
General Securities Representative
- Series 31
Futures Managed Funds Examination
- Series 63
Uniform Securities Agent
State Law Examination
- Series 65
Uniform Investment Adviser
- Insurance Licensed
Life, Health, Variable Annuity & Long Term Care
See September On the Markets from the Global Investment Committee featuring
• "Shaken, Not Stirred" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says despite the US stock market’s recent fall, not much has changed to his outlook for growth and earnings, especially in the US. The extreme volatility, he explains, is a result of global rebalancing, which ultimately may lead to a more sustainable expansion.
• "Equities, the Dollar, Gas Price and Recession Risk" The US dollar is a headwind for equities, but oil prices could be a big plus for consumers and companies, explains Ellen Zentner, chief US economist for Morgan Stanley & Co. Also noteworthy is the fact that the firm’s economic models indicate a very low probability of recession.
• "The Value of Rebalancing" Markets can make a well-constructed portfolio go awry. Periodic rebalancing will bring the asset allocation back in line—and may even enhance returns.
Plus, look for more on equities and bonds, and a question-and-answer session with a veteran investment strategist who focuses on US stocks.
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