Paul OkawaVice President
Phone: 818-708-6888 Mr. Okawa is Vice President of Planned Asset Management, and holds a B.S. degree in finance from California State University of Northridge. He also has received the Chartered Financial Analyst (CFA) designation from the Board of Governors of the Association for Investment Management and Research (AIMR). The CFA program is a globally recognized standard for measuring competence and integrity of financial analysts. Its curriculum develops and reinforces a fundamental knowledge of investment principles. Mr. Okawa also holds Series 7, 63, and 24 FINRA licenses. Paul Okawa has been working with Planned Asset Management, Inc., and Morrie W. Reiff, the founder, since 1990. He is President of Quantitative Strategies, Inc. (QSI), a third party investment advisor. ![]()
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26135 Mureau Road, Suite 201 Phone: 818-708-6888 |

ADVISORY SERVICES THROUGH PLANNED ASSET MANAGEMENT, LLC, A SEC 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. PLANNED ASSET MANAGEMENT AND IFG ARE NOT AFFILIATED ENTITIES.