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Team

 

Morrie W. Reiff, CFP®

CEO, Financial Concierge, Investment Advisor

(818) 708-6888

(818) 466-6774

Morrie W. Reiff is the founder and President of Planned Asset Management and a Registered Investment Advisor Representative as well as a Registered Securities Principal and Representative with Independent Financial Group.

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Paul Okawa, CFA®

Vice President

(818) 708-6888

(818) 466-6774

Paul Okawa is the Vice President of Planned Asset Management and a Registered Investment Advisor Representative and President of Quantitative Strategies, managing assets with a focus on Exchange Traded Funds.

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Larry Schechter

Financial Advisor

(818) 708-6888

(818) 466-6774

Larry Schechter is a financial advisor with Planned Asset Management and a Registered Representative with Independent Financial Group.

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Kelly Sullivan

Vice President of First Impressions

(818) 708-6888

(818) 466-6774

Kelly Sullivan 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.

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Michael Sompura

Operations Manager

818-708-6888

818-466-6774

Michael has over 17 years of experience in the financial services industry. He has a strong background in investment management, operations and compliance. He holds securities licenses 7, 24, 66, and 63 and received his Bachelor of...

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Jamie Reiff

Financial Advisor Associate

818-708-6888

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...

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