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 February On the Markets from the Global Investment Committee featuring
• “A Rough Start” The financial markets just completed one of the worst Januarys on record. Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, believes the volatility could continue into the spring. The upside is likely to be limited, but with some tactical trading opportunities.
• “The Four D’s of Recession” Ellen Zentner, chief US economist for Morgan Stanley & Co, watches deceleration, diffusion, depth and duration—the “four D’s”—to determine if a recession is in the works. For now, she gives it a 20% probability.
• “Favor Quality Growth Stocks With Catalysts” In the year ahead, owning quality growth stocks may not be enough, writes Dan Skelly, senior equity strategist for Morgan Stanley Wealth Management. He says companies need to have a catalyst such as a sustainable technology trend or political and/or athletic events to help them realize their potential.
Plus, look for more on economics, bonds and alternative investments.
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