Investment Mgmt in Pasadena

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Pasadena - Investment Mgmt

Specialties: Financial Advisor / Wealth Management

Scott Uffelman
Senior Vice President-Wealth Management, CFPŽ - Morgan Stanley Smith Barney

CFPŽ, Senior Vice President- Wealth Management, Financial Planning and Wealth Management with an emphasis on reducing reducing financial risks, expenses, and taxes.

(626)683-4616
(626)397-4039 Fax

301 N Lake Ave
Pasadena, CA 91101-4107 - MAP

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Profession	Investment Mgmt

Specialty	Financial Advisor / Wealth Management

Group	PAS4

Business Name	Morgan Stanley Smith Barney

Title	Senior Vice President-Wealth Management, CFPŽ

Address	301 N Lake Ave Penthouse Suite Pasadena, CA 91101-4107

Work Phone	(626)683-4616

Fax	(626)397-4039

Web Site	www.fa.smithbarney.com/uffelman

Linked In	View Profile

Member Since	5/2011

Financial Planning and Investments

Financial Planning, municipal bond evaluation, insurance reviews, asset allocation, estate evaluation, investments

Conservative investors with the objectives of looking to reduce risk, taxes, and fees.

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Social Clubs	Flint Canyon Tennis, Birmingham Athletic Club


Charities	Huntington Library and Gardens, Jackie Robinson Center


College Degrees	Wake Forest University with a BA in Economics


Speaking/Teaching Experience	Retirement Planning, Municipal Bonds, Investing for Long Run


Organizations	CFPŽ, FINRA

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