John  Agnew,  CFP<sup>&reg;</sup> - Financial Advisor

John Agnew, CFP®

RICP®, CDFA®

Financial Advisor

Morgan Stanley Wealth Management

55 S Lake Ave #700
Pasadena, CA 91101
FINANCIAL ADVISOR'S WEBSITE
(626) 405-9308 CONNECT WITH John
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General

John Agnew is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley Wealth Management in Pasadena, CA and the surrounding communities.

Financial Advisor Overview

I use a clear, collaborative process with clients. Could you benefit from a financial plan, tax-smart investing, clear communication and white-glove service?

I focus on getting you ready to achieve your most important financial goals.

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Financial Advisor Experience

John Agnew is a CERTIFIED FINANCIAL PLANNER™ professional, Retirement Income Certified Professional®, a CERTIFIED DIVORCE FINANCIAL ANALYST® (CDFA™) professional, and a Chartered Retirement Planning Counselorsm (CRPC®).

John offers tax-aware strategies for retirement, $, taxes, insurance, annuities... to pre-retirees and retirees, small business owners, corporate executives and divorcees.

He also serves as President of the Financial Planning Association of Los Angeles (FPA-LA) for 2019.

Prior to becoming an adviser, John was CFO of a manufacturing company for over a decade, as well as a business owner of a marketing firm. He brings extensive life experience to advising clients, from retirees and divorcees, to corporate executives and business owners.

John graduated from the University of California, Los Angeles (UCLA) in 1991, with a Bachelor of Arts in Economics & Business.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA®, CRPC®

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Getting Divorced, Employee Benefits, Insurance, Real Estate, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Women's Finances

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Helpful Financial Planning Resources