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Planned Asset Management, LLC
Calabasas, CA

Morrie W. Reiff

CFP®
We implement strategies to increase income, minimize income and estate taxes, and increase your overall net worth with a special attention to personal service.
Score:
100

Meet Morrie

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Introduction - Morrie W. Reiff
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We Reduce Market Risk - Morrie W. Reiff
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How to Avoid Capital Gains Tax Using Trusts - Morrie W. Reiff
Video Transcripts

Morrie W. Reiff is the founder and President of Planned Asset Management and a Registered Investment Advisor Representative as well as a Registered Securities Principal and Representative with Independent Financial Group. With over 35 years of experience in the financial services industry, Morrie specializes in investment management and estate tax reduction.

Morrie is an experienced public speaker. He has presented financial topics to a number of associations and conducted monthly…

Morrie W. Reiff is the founder and President of Planned Asset Management and a Registered Investment Advisor Representative as well as a Registered Securities Principal and Representative with Independent Financial Group. With over 35 years of experience in the financial services industry, Morrie specializes in investment management and estate tax reduction.

Morrie is an experienced public speaker. He has presented financial topics to a number of associations and conducted monthly educational seminars for CPAs for more than 17 years. He previously served as an adjunct professor at California State University, Northridge (CSUN) and University of California, Los Angeles (UCLA) for their Business and Industry Educational series.

Based in Calabasas, California, Morrie has been active in the Los Angeles financial community since 1976. He has served on the Board of Directors and is a past president of both the San Fernando Valley Society of the Institute of Certified Financial Planners and the San Fernando Valley Chapter of the International Association for Financial Planning. He previously hosted his own talk radio show, produced his own financial cable television show, and has been a frequent guest on local radio stations. He has also contributed to and been quoted in a number of publications, including the Los Angeles Times and Los Angeles Business Journal.

Morrie is a CERTIFIED FINANCIAL PLANNER™ professional, holds securities licenses 7, 24, and 63 as well as Life, Disability, Longterm Care, Medical & Medicare Coverage. He received his Bachelor of Science in Accounting from San Diego State University (SDSU). He is currently a member of the Financial Planning Association and the Certified Financial Planner Board of Standards.

Morrie is actively involved in his community. He previously served as a board member of the Watts Foundation Community Trust and chaired the Planned Giving Committee for the Pacific Lodge Youth Services. He was honored as Volunteer of the Year by Pacific Lodge Youth Services and has worked with a number of charities over the years with various fundraising campaigns.

In his spare time, Morrie enjoys spending time with his family and reading. An avid traveler, he has visited more than 45 countries.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Employer Sponsored Retirement Plans

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors
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