Team
Morrie W. Reiff, CFP®
CEO, Financial Concierge, Investment Advisor
818-466-6774
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 Associate
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.
Franz Quiambao
Operations Manager
818-466-6774
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...
Audrey Witt
Vice President of First Impressions
818-466-6774
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.