Team
Morrie W. Reiff, CFP®
CEO, Financial Concierge, Investment Advisor
818-466-6774
Morrie W. Reiff is the founder and President of Planned Asset Management and an Investment Advisor Representative as well as a Registered Securities Principal and Representative with M.S. Howells & Co. With over 35 years of experience...
Paul Okawa, CFA®
Vice President
818-466-6774
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 Reiff
Financial Advisor
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
Financial Advisor
818-466-6774
Larry Schechter is a financial advisor with Planned Asset Management and a Registered Representative with M.S. Howells & Co.
Bryon W. Smith, CFP®
Wealth Management Advisor
Bryon W. Smith, Senior Vice President and IAR with Planned Asset Management, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Wealth Management Advisor with a passion for assisting people in achieving their long-term...