Orange County, California, United States
WHY CLIENTS HIRE US? The Irvine Group at Morgan Stanley is a team of Family Wealth Managers at Morgan Stanley that oversee the finances of a select group of business owners, retirees, accomplished professionals, and their multi-generational families. Our commitment to our clients is simple – “To give our clients a clear understanding of where they are in their financial lives and where they are headed”. Our relentless focus on serving as your personal CFO and on our clients’ unique priorities is demonstrated through three core principles: MULTI-FACETED TEAM (COMPETENCY) "You can feel more confident knowing that a passionate and experienced team will serve as your stewards of wealth." COMPREHENSIVE APPROACH (COLLABORATION) "Clients are encouraged to pursue their passions and gain the confidence that comes from having a process, plan, and strategy in place." "Advice and service from a team building long-lasting genuine and caring relationships from generation to generation." HOW I CAN HELP! * Consolidate your accounts and rolling over old 401(k) accounts. * Will you be able to retire on time and as planned? * Create a meaningful legacy for your loved ones. * Concerned if something were to happen to you, is your family protected? * Concerned about how to pay for college. * Receiving an inheritance, settlement, or proceeds from the sale of a home or business. * Recently divorced or widowed and want to get a handle on your finances. As a CDFA™, I often work with clients and their attorneys to navigate the financial aspects of divorce, analyze settlement proposals and establish a post-divorce plan. OR: * You would like a second opinion on your financial situation, investments, and goals. * Your current advisor is not meeting expectations.
• Series 7 General Securities License, Series 66 Registered Investment Advisor Representative, and Series 31 Managed Futures License • Life/Health Agent with Annuities and Long Term Care Additions CA Insurance License #0G00206 NMLS#: 1312573 I am licensed in the following state(s): AR, AZ, CA, CO, FL, GA, HI, ID, IL, KA, KY, LA, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WA, WY, WV Disclaimers: ©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information. Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates. CA Insurance License#: 0G00206 The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.