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Pierre Piponnian

Financial Advisor at Morgan Stanley

Pierre Piponnian is a seasoned Certified Financial Planner™ with a wealth of experience spanning over three decades in the financial services sector. With a solid background that includes 15 years at Morgan Stanley and another 15 years in various financial roles such as retail bank management, consumer finance, and real estate sales, Pierre is dedicated to providing top-notch financial solutions to his high net worth individual and business-owner clients. His expertise lies in portfolio design emphasizing long-term growth through stocks and bonds, tax-efficient income using municipal bonds, and comprehensive estate planning strategies. Pierre's approach involves tailoring financial plans to meet his clients' current and future income needs, considering their risk tolerance and financial priorities, and providing ongoing portfolio management to ensure they can achieve their financial objectives. Additionally, Pierre holds an MBA degree and is a Chartered Retirement Plans Specialist℠ with a strategic focus on assisting business owners in optimizing company retirement plans, enhancing contributions, addressing fiduciary responsibilities, implementing business succession plans, utilizing insurance in buy/sell agreements, securing business financing, and overall financial planning.

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Location

Greater Los Angeles Area