Investment Mgmt in Woodland Hills
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Woodland Hills - Investment Mgmt

Specialties: Wealth Management and Corp


Gary Hersch
Financial Advisor, CFP, CRPS - Morgan Stanley Smith Barney

The Feinberg Shuler Group at Morgan Stanley Smith Barney is a 3 Advisor Wealth Management team with offices in Woodland Hills and Chicago. We focus on 2 areas: The Financial Planning and INvestment Management needs of a select group of families; and Working with businesses on the design, implementaion and managment of their qualified and non-qualified retirement plan programs.



    21650 Oxnard Street
Woodland Hills, CA  91367-7802
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  Profession Investment Mgmt
  Specialty Wealth Management and Corp
  Group WC1 [EC]
  Business Name Morgan Stanley Smith Barney
  Title Financial Advisor, CFP, CRPS
  Address 21650 Oxnard Street
Suite 2300
Woodland Hills, CA 91367-7802
  Work Phone (818)713-4790
  Fax (818)887-7809
  Web Site
  Member Since 1/2011
 
The Feinberg Shuler Group at Morgan Stanley Smith Barney is a 3 Advisor Wealth Management team with offices in Woodland Hills and Chicago. We focus on 2 areas: The Financial Planning and INvestment Management needs of a select group of families; and Working with businesses on the design, implementaion and managment of their qualified and non-qualified retirement plan programs.
 
Qualified and Non-Qualified Plan Consulting; Discretionary Money Management; Comprehensive Financial Planning
 
Individual/Families- Those w/$1MM+ in investible assets
Corp Ret Plans-
 
Information Not Available
 
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  Charities Big Sunday (a CA 501c3 corp)- Chairman of the Board.
   
  Graduate Degrees MBA, emphasis on Finance and Entrepreneurship, USC 2002
   
  College Degrees BS in Business Administration- CSUN 2000
   
  License Number CA Ins 0E69646
   
 


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