Planned Asset Management, LLC

Financial ServicesCalifornia, United States2-10 Employees

Planned Asset Management is an independent firm providing comprehensive financial planning and investment management services to individuals, families, and business owners. While first working in the accounting industry, Morrie W. Reiff, the firm’s founder, realized how many of his clients didn’t have a financial plan. With the desire to help people with their financial future, he transitioned into the financial services industry and founded Planned Asset Management in 1985.

At Planned Asset Management our team of professionals has more than 80 years combined experience in the financial services, tax, and accounting industries. Working closely with our clients throughout the financial planning process, we strive to empower our clients with the knowledge to understand the investment opportunities available and to pursue their financial goals. Through a strategic approach, our aim is to build long-lasting relationships with clients and always put their best interests first.

Investment advisory services are offered through Planned Asset Management and Quantitative Strategies, Inc. both are SEC-registered investment advisers. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated, and neither offer legal or tax advice. This site is published for residents of the United States only. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at compliance@mshowells.com . Check the background of the investment firms on SEC’s Adviser Info https://adviserinfo.sec.gov/.

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