Robert L. Brown,  CFP<sup>&reg;</sup> - Financial Advisor

Robert L. Brown, CFP®

Senior Portfolio Manager

Morgan Stanley

28202 Cabot Road, Ste 500
Laguna Niguel, CA 92677
(800) 965-2576
(949) 365-5322


Robert Brown is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in Laguna Niguel, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Long-term Care


Helpful Financial Planning Resources