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 in the financial services industry, Morrie specializes in investment management and estate tax reduction.
Morrie is an experienced public speaker. He has presented financial topics to a number of associations and conducted monthly educational seminars for CPAs for more than 17 years. He previously served as an adjunct professor at California State University, Northridge (CSUN) and University of California, Los Angeles (UCLA) for their Business and Industry Educational series.
Based in Calabasas, California, Morrie has been active in the Los Angeles financial community since 1976. He has served on the Board of Directors and is a past president of both the San Fernando Valley Society of the Institute of Certified Financial Planners and the San Fernando Valley Chapter of the International Association for Financial Planning. He previously hosted his own talk radio show, produced his own financial cable television show, and has been a frequent guest on local radio stations. He has also contributed to and been quoted in a number of publications, including the Los Angeles Times and Los Angeles Business Journal.
Morrie is a CERTIFIED FINANCIAL PLANNER™ professional, holds securities licenses 7, 24, and 63 as well as Life, Disability, Long-term Care, Medical & Medicare Coverage. He received his Bachelor of Science in Accounting from San Diego State University (SDSU). He is currently a member of the Financial Planning Association and the Certified Financial Planner Board of Standards.
Morrie is actively involved in his community. He previously served as a board member of the Watts Foundation Community Trust and chaired the Planned Giving Committee for the Pacific Lodge Youth Services. He was honored as Volunteer of the Year by Pacific Lodge Youth Services (1995) and has worked with a number of charities over the years with various fundraising campaigns.
In his spare time, Morrie enjoys spending time with his family and reading. An avid traveler, he has visited more than 45 countries.
*Certified Financial Planners must attain a bachelor’s degree (or higher) from an accredited college or university and have three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Certified Financial Planners must also complete a CFP-board registered program, or hold one of the following: CPA, ChFC, Chartered Life Underwriter (CLU), CFA, Ph.D. in business or economics, Doctor of Business Administration, or an Attorney’s License.