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This profile was last updated on 1/30/13  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Morrie W. Reiff

Wrong Morrie W. Reiff?

Chief Executive Officer and Inves...

Planned Asset Management , Inc.
Planned Asset Management LLC
26135 Mureau Road, #201.
Calabasas, California 91302
United States

Company Description: We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Bachelor of Science degree , accounting
    San Diego State University
  • bachelor of science , accounting
    San Diego State University
18 Total References
Web References
rep+ | about AFA
www.plancpa.com, 11 April 2010 [cached]
Morrie Reiff President / Managing Director
Mr. Reiff is President and Managing Director of AFA Financial Group, LLC, and a Director of AFA Holding, LLC and its wholly owned subsidiaries. He also serves as co-founding principal, vice president and director of Accountants Financial Alliance (an affiliate of Accountants Financial Alliance Securities), and as CEO and investment advisor representative of Planned Asset Management, Inc., a financial planning and money management corporation. For the last 18 years, Planned Asset Management has specialized in tax and investment planning for individuals, corporations and trusts.
Mr. Reiff monitors daily business operations and activities, and manages revenues and finances. He is a member in good standing of the Financial Planning Association (FPA), and has been active in the Los Angeles financial planning community since 1976. He has served on the board of directors and as 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.
For over 20 years, Mr. Reiff has spoken on financial topics to numerous groups and associations and has been conducting monthly educational seminars for CPAs. He has been a frequent guest on local radio stations, has produced his own financial radio and cable television show, and has been quoted in the Los Angeles Times, Los Angeles Business Journal and various trade publications. He has served on the board of directors of the Watts Foundation Community Trust and is past chairman of the planned giving committee and past member of the Pacific Lodge Youth Services advisory counsel. He was honored by Pacific Lodge Youth Services as volunteer of the year in 1995. He has also received a proclamation from the City of Los Angeles for his charitable work in the community.
Mr. Reiff holds a Bachelor of Science degree in accounting from San Diego State University.
Bio of Morrie Reiff
www.earn4u.com, 4 Dec 2003 [cached]
MORRIE W. REIFF , CFP
...
MORRIE W. REIFF, CFP
...
Morrie W. REiff, CFPMorrie W. Reiff is president of Planned Asset Management, Inc., a California Registered Investment Advisor, with offices in Encino.Mr. Reiff's expertise lies in the area of Investment and Advanced Estate Tax Reduction.He is a Registered Securities Principal and Representative with the National Association of Security Dealers.Mr. Reiff is currently a member in good standing of the Institute of Certified Financial Planners (CFP).Mr. Reiff 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.
Mr. Reiff has presented financial topics to numerous groups and associations, and conducts monthly educational seminars for CPAs.He has been a frequent guest on local radio stations, and produces his own financial cable television show as well as quoted in the Los Angeles Times, Los Angeles Business Journal and various trade publications.A graduate of San Diego State University with a Bachelor of Science in Accounting, Mr. Reiff currently sits on the adjunct faculty Board of Advisors for California State University at Northridge, Division of Business and Industry.Mr. Reiff sits on the board of directors of the Watts Foundation Community Trust and chairs the Planned Giving Committee for the Pacific Lodge Youth Services.Mr. Reiff was honored as recipient of Pacific Lodge Youth Services volunteer of the year for 1995.
QStrategies Inc.
www.qstrategiesinc.com, 19 May 2013 [cached]
Morrie W. Reiff, CFP Co-Founder Mr. Reiff co-founded QSI in 2001 with Alan Shorr.
...
Morrie has over 33 years of experience in the investment industry. Along with advisory and financial planning duties, Mr. Reiff is often quoted in the Los Angeles Business Journal, LA Times and other trade publications and is a sought after speaker in the area. In 1995, the city of Los Angeles honored him with a proclamation for his charitable work. Mr. Reiff has a B.S. in Accounting from San Diego State University.
cpa+ | about AFA
www.plancpa.com, 21 Sept 2006 [cached]
Morrie Reiff President / Managing Director
Morrie W. Reiff is the President, and a Director of AFA Holding, LLC and its wholly owned subsidiaries. His duties include monitoring daily business operations and activities as well as managing revenues and finances. Morrie W. Reiff is a co-founding principal, vice-president, and director of Accountant's Financial Alliance, an affiliated company of Accountants Financial Alliance Securities, LLC. Mr. Reiff is the CEO of Planned Asset Management, Inc., not an affiliated company of Accountants Financial Alliance Securities, LLC, a financial planning and money management corporation. For the last 18 years Planned Asset Management has specialized in tax and investment planning for Individuals, Corporations, and Trusts. Mr. Reiff is an investment advisor representative with Planned Asset Management, a securities and exchange registered investment advisor.
Mr. Reiff currently is a member in good standing with the Financial Planning Association (FPA). Mr. Reiff has been active in the Los Angeles financial planning community since 1976. He has served on the board of directors and is 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.
Mr. Reiff has presented financial topics to numerous groups and association and has been conducting monthly educational seminars for CPA's for more than 18 years. Mr. Reiff has been a frequent guest on local radio stations, produced his own financial radio and cable television show, and has been quoted in the Los Angeles Times, Los Angeles Business Journal and various trade publications.
Mr. Reiff is a graduate of San Diego State University with a bachelor of science in accounting, Mr. Reiff has served on the board of directors of the Watts Foundation Community Trust, is past chairman of the planned giving committee and past member of the Pacific Lodge Youth Services advisory counsel. Mr. Reiff was honored as recipient of Pacific Lodge Youth services volunteer of the year of 1995 and has received a proclamation from the City of Los Angeles for his charitable work for the community.
Planned Asset Management
www.earn4u.com [cached]
THE FOLLOWING ARTICLES IN VARIOUS PUBLICATIONS WERE WRITTEN, PROFILED, OR QUOTED BY MORRIE W. REIFF. PLEASE FEEL FREE TO READ OR PRINT ANY THAT YOU MAY FIND INTERESTING OR USEFUL TO SHARE WITH FAMILY AND FRIENDS.
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