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I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Associations
- Summer Search- Vice Chairman Board of Directors
- Ross Valley Soccer League Coach
- Redwood High School Mountain Bike Team Assistant Coach
- CYO Basketball Coach
- Insight Prison Project Supporter
- Cal Trout Supporter
Services
- Wealth Management
- Estate Planning
- Asset Management
- Family Consulting
- Executive Financial Services
- Financial Planning
- Business Succession Planning
- Education Planning
- Professional Portfolio Management
- Lending Services
- Private Banking
- Alternative Investments
Education and Licensing
- BA
University of Colorado at Boulder - Family Wealth Director= Highest level of training at Morgan Stanley* to address High Net Worth Families needs, top 1% of Advisors.
- Series 7, 63, 31 Licensed
Honors and Recognition
- Barron's Top 100 Wealth Advisors 2008/2009
- Family Wealth Director: Morgan Stanely top 1%
- San Francisco Business Times Top 35 Advisors 2008/2009
- Presidents Club Member
Business Experience
- 1987
- 2012: Morgan Stanley*
Bulletin Board
For an investment plan as unique as your needs, Request an Appointment, call or email me.
The Global Investment Committee meets regularly to update its investment outlook, discuss portfolio positioning and develop tactical strategy to capitalize on near term opportunities.
Rodney Loo is licensed in the following state(s):
CA, CO, HI, ID, MA, MD, MN, NC, NJ, UT, VA, WA
CA Insurance Lic. 0A84054
CA Insurance Lic. 0A84054
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
