CEO, Financial Concierge, Investment Advisor
Paul Okawa is the Vice President of Planned Asset Management and an Investment Advisor Representative and President of Quantitative Strategies, managing assets with a focus on Exchange Traded Funds.
Jamie is a Financial Advisor Associate who is following in the footsteps of her father, Morrie W Reiff, founder and President of Planned Asset Management. Her expertise is financial planning and money management for women, the next...
Larry Schechter is a financial advisor with Planned Asset Management and a Registered Representative with M.S. Howells & Co.
Franz Quiambao is the Operations Manager at Planned Asset Management. Franz Quiambao grew up in the San Fernando Valley and received his bachelor’s degree in Business Administration from Loyola Marymount University (LMU). With...
Vice President of First Impressions
Audrey Witt is the Vice President of First Impressions at Planned Asset Management. An important member of the team, she lends assistance in all areas of operations and is the first person to greet clients.