Vivian Afriyie - Morgan Stanley Financial Advisor - LOS ANGELES, CA
Morgan Stanley
Vivian Afriyie
Financial Advisor
10960 WILSHIRE BLVD STE 2000
LOS ANGELES, CA 90024
tel: (310) 443-0553
toll-free: (800) 648-3833 
fax: (310) 443-0564

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.

Associations
  • Junior Achievement, Tutor graduating Senoirs economics and investment.
  • St. Anne's Bogen Family Transitional Housing Program - Tutor at-risk teens on career building & resume writing
Services
  • Wealth Management
  • Retirement Planning
  • 401k Rollovers
  • Defined Contribution Plans
  • 529 Plans
  • Business Planning
  • Cash Management
  • Corporate Pension Funds
  • Stock Option Plans
  • Certificates of Deposit
  • Municipal Bonds
  • Exchange Traded Funds
  • Philanthropic Services
  • Structured Products
  • Corporate Trust Services
  • Executive Benefit Services
  • Annuities
  • Education Planning
  • Estate Planning
  • Commodities
  • Insurance Services
  • Lending Services
  • Alternative Investments
  • Endowments and Foundations
  • Life Insurance
  • Corporate 529 Plans
  • Financial Planning
  • Fixed Income
  • Qualified Plans
  • Qualified Retirement Plans
  • Asset Management
  • Business Succession Planning
  • Corporate Retirement Plans
  • Professional Portfolio Management
  • Private Banking
  • Socially Responsible Investing
  • Stock Purchase Plans
  • Structured Settlement Annuities
  • Planning for Special Needs Individuals
Education and Licensing
  • BS, Accounting & Finance - Cal State University-Los Angeles
  • Series 7 - General Securities Representative
  • Series 65 - Investment Advisory Agent
  • Series 31 - Managed Futures & Commodities
  • Series 6 - Investment Company and Variable Contracts Products
  • Series 63 - Uniform State Exam
  • CA Life and Health - CA Insurance Lic # OH03088 -
Business Experience
  • 2012: Morgan Stanley*
  • 2010 - 2012: Gerber Kawasaki Wealth & Investment Management
    Financial Advisor
  • 2009 - 2010: Toronto Pictures Inc.
    CFO
  • 2008 - 2009:  Northrop Grumman
    Financial Planning and Analysis
  • 2005 - 2007: Herbalife International Corp
    Financial Planning and Analysis
  • 1999 - 2005:  Occidental Petroleum
    Sr. Financial Accountant - SEC Reporting
  • 1997 - 1999: PriceWaterHouse Coopers
    Associate - Financial Advisory Services

Bulletin Board
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate planning issue.  Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.

  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.

  • As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—to talk to us about your business needs, too, call or email us.

Vivian Afriyie holds the following registrations:
Securities Agent: CA, DC, FL, MD, MI, NY, OH, TX, UT; General Securities Representative; Investment Advisor Representative; Managed Futures;

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.
Awards Disclosures

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