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Biography
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
Experience
-
1987
- 2012: Morgan Stanley*
Education
- 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
- 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
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
Licensing
Rodney Loo is licensed in the following state(s):
CA, CO, HI, ID, MA, MD, MN, NC, NJ, UT, VA, WA
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Contact
Rodney Loo
1101 FIFTH AVENUE
SAN RAFAEL, CA94901
Phone: (415) 482-1555
Toll Free: (800) 505-1220
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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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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