Planned Asset Management - Financial Advising in Calabasas, CA

Providing service to our clients for over 38 years!

For more than 38 years, our team of professional financial advisors have helped manage assets of individuals, families, professionals, and small business owners alike with quality service

Our Strategy

Seeking to increase income while minimizing
income and estate taxes

Our Goals

Your goals and objections are OUR goals and objectives

Helping Clients

With a combined experience of over 95 years, our team of professionals seek to reduce income and estate taxes, increase income, to meet the goals and objectives of our clients

Working Together

Our network includes other qualified professionals to aid in meeting your goals and objectives as needed

Celebrating over 38 years in business!

Our mission is to earn your trust and confidence by implementing
strategies to increase income, minimize income and estate taxes, and
increase your overall net worth... with a special attention to personal service.

Planned Asset Management is an independent, registered investment advisor based in Calabasas, California, offering comprehensive financial planning services to individuals, families, professionals, and small business owners. Our team of financial advisors serves clients throughout the greater Los Angeles area, as well as across the country, focusing on wealth accumulation, preservation, and distribution.

We pride ourselves on experience, professionalism, and commitment to our clients. Working together as a team, our goal is to build trusted relationships with clients and develop strategies aimed at increasing a client’s income, minimizing estate and income taxes, and increasing their overall net worth, all with special attention paid to personal service.

Prepare for the road ahead with the help from your own financial concierge with Planned Asset Management.
Contact us today for a no-cost, no-obligation first meeting.

Click here for a copy of our Form CRS.

Schedule an appointment

We're here to help you

With over 95 years of professional service among our team, we pride ourselves on our commitment to you.

Watch Our Video

Our Story

Our entire team works together always acting in your best interest, meeting your goals and objectives for over 38 years.

Learn About Us

Get to know our team

When you work with us, you are part of the family. We value personal connection to give you quality service.

Meet Our Team

Welcome to our Video Section!

Check out Morrie discussing what we can do to help you!

*This information is not intended to offer legal or tax advice. Please consult your legal or tax advisor for advice regarding your specific situation and circumstance.
RISKS
There are inherent risks in investing, including the potential loss of principal. Investment markets will fluctuate, and there is no guarantee that an implemented strategy will produce the desired results. Past performance is not a guarantee of future results. Diversification does not guarantee against loss of principal. Dollar Cost Averaging does not guarantee enhanced overall returns or against loss of principal.
INDEXES
You cannot invest directly in an index, although you can invest in an index fund designed to track such index closely. S&P 500: The S&P 500 composite index is an unmanaged, market capitalization weighted index of 500 common stocks widely regarded to be representative of the U.S. market in general. Dow Jones Industrial Average: The Dow Jones Industrial Average Index represents large and well-known U.S. companies. Roughly two-thirds of the DJIA 30 component companies are manufactures of industrial and consumer goods. The others represent industries as diverse as financial services, entertainment, and information technology. The returns of this index include the reinvestment of dividend income. Nasdaq Composite Index: The Nasdaq Composite Index is the market capitalization-weighted index (which means that the components are weighted according to the total market value of their outstanding shares) of over 3,300 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs), and tracking stocks, as well as limited partnership interests. The index includes all Nasdaq-listed stocks that are not derivatives, preferred shares, funds, exchange-traded funds (ETFs), or debenture securities.