Morrie W. Reiff,  CFP<sup>&reg;</sup> - Financial Advisor

Morrie W. Reiff, CFP®

CEO

Planned Asset Mgmt.,LLC

26135 Mureau Rd, Ste 201
Calabasas, CA 91302
(818) 708-6888 CONNECT WITH Morrie
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General

Morrie Reiff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Planned Asset Mgmt.,LLC in Calabasas, CA and the surrounding communities.

Financial Advisor Overview

Our mission is to earn your trust and confidence by implementing strategies to increase income, minimize income and estate taxes, and increase your overall net worth... with a special attention to personal service.

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Financial Advisor Experience

More than 32 years in financial planning, fee based management, tax experience, client centric, capital gains bypass trust experience for highly appreciated assets, medicare insurance, life insurance, long term care. High net worth estate planning and implementing strategies to reduce tax. Financial Planning team approach. more experience detail see www.earn4u.com

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA, TX, NEV
  • Health/disability insurance: CA, TX, NEV
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Registered representative offering Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. IFP and Planned Asset Management, LLC are not affiliated

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources