Morrie W. Reiff, CFP®
Morrie W. Reiff is the CEO of Planned Asset Management, LLC., a SEC Registered Investment Advisor, with offices in Calabasas, California. Mr. Reiff's expertise lies in the area of Investment and Advanced Estate Tax Reduction. He is a Registered Securities Principal and Representative with Independent Financial Group, LLC. Mr. Reiff is currently a member in good standing with the Financial Planning Association and the Certified Financial Planners Board of Standards. Mr. Reiff has been active in the Los Angeles financial community since 1976. He had served on the Board of Directors and is a past president of both the San Fernando Valley Society of the Institute of Certified Financial Planners and the San Fernando Valley Chapter of the International Association for Financial Planning.
Mr. Reiff has presented financial topics to numerous groups and associations, and conducted monthly educational seminars for CPAs for more than 17 years. Mr. Reiff had been on the Adjunct Faculty at both CSUN and UCLA for their divisions of Business & Industry Educational Series. He has had his own talk radio show and has been a frequent guest on local radio stations, as well he produced his own financial cable television show. Mr. Reiff has been quoted in the Los Angeles Times, Los Angeles Business Journal and various trade publications. A graduate of San Diego State University with a Bachelor of Science in Accounting. Mr. Reiff sat on the board of directors of the Watts Foundation Community Trust and chaired the Planned Giving Committee for the Pacific Lodge Youth Services. Mr. Reiff was honored as recipient of Pacific Lodge Youth Services volunteer of the year. Mr. Reiff has worked with many charities over the years with various fund raising campaigns.
ADVISORY SERVICES THROUGH PLANNED ASSET MANAGEMENT(PAM) A REGISTERED INVESTMENT ADVISOR. SECURITIES AND ADDITIONAL ADVISORY SERVICES OFFERED THROUGH INDEPENDENT FINANCIAL GROUP, LLC(IFG), A REGISTERED BROKER-DEALER AND INVESTMENT ADVISOR. MEMBER FINRA/SIPC. PAM AND QSI ARE NOT AFFILIATED ENTITIES OF IFG.