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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 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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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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Franz Quiambao

Operations Manager

818-708-6888

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...

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