Deep Enrich
Gregory Morse, CFP®
Senior Accountant
587 followers
Los Angeles Metropolitan Area
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About me
Vice President at Perennial Financial Services
Education
Loyola Marymount University, College of Business Administration
-Bachelor of Business Administration - BBA Business Administration and Management, General
Experience
Coast Federal Bank
Jan 1994 - Jan 1996Senior AccountantSunAmerica Financial Group
Jun 1996 - Sept 1997Senior Accountant
Ameriprise Financial Services, LLC
Jan 1997 - Jan 2015Financial AdvisorCA License #0C15335
MTY Productions
Jan 2014 - Nov 2020ExecutiveExecutive Producer, "Bloodsucking Bastards", a comedy horror feature film co-produced by Fortress Features, Dr. God and MTY Productions.Executive Producer, "Big Bear", a comedy feature film co-produced by MTY Productions and Fortress Features
Wells Fargo Advisors
Jan 2015 - Nov 2024Vice President - Investments
Perennial Financial Services
Nov 2024 - nowVice PresidentMaking sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. Although I do not provide tax advice, I will help you stay current with tax law changes and estate plan issues to help preserve and protect your wealth - now and for generations to come.Please contact me by e-mail gregory@perennialfs.com or by Phone (424) 442.2543 I cannot respond to messages through LinkedIn. Show less
Licenses & Certifications
Certified Financial Planner, CFP®
Certified Financial Planner Board of DirectorsMay 2004Certified Fund Specialist, CFS
Institute of Business & FinanceJan 2002
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