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This profile was last updated on 11/10/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Morrie W. Reiff

Wrong Morrie W. Reiff?

Chief Executive Officer

Local Address: CALABASAS, California, United States
Planned Asset Management LLC
26135 Mureau Road, #201.
Calabasas , California 91302
United States

Company Description: Planned Asset Management is an independent firm based in Calabasas, California, offering comprehensive financial planning services to individuals, families,...   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
20 Total References
Web References
Morrie W. Reiff, ...
www.earn4u.com, 12 May 2014 [cached]
Morrie W. Reiff, CFP®
CEO
Bio of Morrie Reiff
www.earn4u.com, 4 Dec 2003 [cached]
MORRIE W. REIFF , CFP
...
MORRIE W. REIFF, CFP
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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, 22 Oct 2014 [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.
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.
Morrie W. Reiff, ...
www.earn4u.com, 12 May 2014 [cached]
Morrie W. Reiff, CFP®
PLANNED ASSET MANAGEMENT
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