Financial Advisor with The Waterfront Planning Group at Morgan Stanley. For more information visit my website.
NMLS #1294022
CA Insurance License #: 4246522
Leaders at Morgan Stanley's Innovation & Impact Summit explored how AI, robotics, energy and healthcare technologies are reshaping industries, investing and long-term economic growth. https://t.co/wwewz7tbbK
Artificial intelligence and evolving market conditions continue to shape the opportunity set. Alternative investments may help diversify traditional portfolios and generate income, with potential to protect against inflation. Explore the themes: https://t.co/CPRWF8qfNv
It is my honor to serve as the president of the Valley Center School Board. Last week, I had the opportunity to enjoy lunch with several students and Valley Center superintendent of schools Greg Lehr at the intermediate school.
Learn more about the potential advantages of a direct indexing strategy and how it can help you meet your financial goals. Feel free to reach out if you would like to discuss further. #DirectIndexing https://t.co/2LQUocecft
Wishing everyone a very Merry Christmas filled with joy, rest, and meaningful moments with loved ones. Grateful for the connections and collaborations this year and looking forward to what's ahead. #MerryChristmas
Morgan Stanley announced plans to acquire EquityZen, a leading private shares marketplace. Check out this article to learn more: https://t.co/39ZhnXCDwj
This Thanksgiving, I'm especially thankful for family, friends, and new opportunities ahead. Hope everyone enjoys the day surrounded by loved ones!
#Thankful
Long-Term Care Awareness Month shines light on how care needs can change over time. Check out this article to learn about planning to fund long-term care expenses.
#LongTermCareAwarenessMonth https://t.co/Kq7efWuJY0
So proud to celebrate Steve Warfield's 35th anniversary at Morgan Stanley! Working with him has been a privilege- his wisdom, humor, and dedication inspire us daily.
#CareerMilestone#35Years
Is the era of "American Exceptionalism" in markets ending? Join Morgan Stanley for an exclusive event on Monday, September 8 as we uncover what a global market rebalancing may mean for investors. Register here: https://t.co/Denx0k9371
Market volatility can stoke powerful emotions and cloud judgment. Learn ways to help you stay focused on long-term investment goals: https://t.co/8GVRmqvtQi
There is a new bull case emerging for US equities, but looking at the mosaic of data, we see several risks that the market may be ignoring. When the data is mixed, it may be time to hedge. https://t.co/uIIyXbyg1I
Though making a budget may seem simple, sticking to one can be challenging. These five steps can help you create a budget you can stick to https://t.co/FUNv6eZ9nL
The One Big Beautiful Bill Act has been passed. Monica Guerra, head of US Policy for Wealth Management, and Daniel Kohen, US Policy Strategist, break down the legislation, its implications for deficits and markets, and what it could mean for investors. https://t.co/fsQpbxvCBV
Wishing everyone a safe and joyful July 4th! May your day and weekend be filled with celebration, gratitude, and the freedom to enjoy what matters most.
The number of robots that resemble and act like humans is likely to reach nearly 1 billion by 2050, with China currently leading in development. Check out this article to learn more. https://t.co/WbuGr3cUYR
Graduation season is in full swing at the Waterfront Planning Group! We're proud to celebrate the amazing achievements of our team members' children. Please join us in congratulating them on this exciting milestone.