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2010-04-11T00:00:00.000Z

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Wrong Morrie Reiff?

Mr. Morrie W. Reiff CFPÂ

Co-Founding Principal, Vice President and Director

Accountants Financial Alliance

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Accountants Financial Alliance

Background Information

Employment History

Registered Securities Principal and Representative

National Association of Securities Dealers , Inc.

President

AFA Financial Group LLC

Affiliations

Registered Investment Advisor
Planned Asset Management LLC

Member
Financial Planning Association

Specialist Advisor In Motivational Company Retirement, Savings and Insurance Programs
Technology MarketForce Inc.

Member
Institute of Certified Financial Planners

Adjunct Faculty Board of Advisors
California State University at Northridge

Founder
Quantitative Strategies Inc

Chairman of the Planned Giving Committee
Pacific Lodge Youth Services

Board Member
Watts Foundation Community Trust

Education

Bachelor of Science degree

accounting

San Diego State University

Web References (24 Total References)


rep+ | about AFA

www.plancpa.com [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.


cpa+ | about AFA

www.plancpa.com [cached]

In 1999, Mr. Shorr and Mr. Morrie Reiff co-founded Accountants Financial Alliance, a registered investment advisor working solely with clients of certified public accountants.


cpa+ | about AFA

www.plancpa.com [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 In the News | Financial Planning | Invesment | Morrie W. Reiff, CFP

www.earn4u.com [cached]

Morrie W. Reiff, founder of Planned Asset Management, has frequently been featured in various publications. The following articles were written, profiled, or quoted by Morrie:


About Us

www.qstrategiesinc.com [cached]

Morrie W. Reiff

...
Mr. Reiff co-founded QSI in 2001. He is president of Planned Asset Management Inc., a financial planning firm. Morrie has over 38 years of experience in the investment industry. Along with advisory and financial planning duties, Mr. Reiff has been 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.

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