John Agnew

CFP®, CDFA®, CRPC®
Retirement, Investing, Insurance
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“John Agnew, CERTIFIED FINANCIAL PLANNER™ professional, CERTIFIED DIVORCE FINANCIAL ANALYST® & Chartered Retirement Planning Counselor® based in Pasadena, CA. I scour your tax return, ask great questions & find wealth planning opportunities.”
Firm:

Morgan Stanley Wealth Management

Job Title:

Financial Advisor

Biography:

John Agnew is a CERTIFIED FINANCIAL PLANNNER™ professional. 

He provides tax-aware investing, clear communication & white glove service to clients including business owners, corporate executives, divorcees & retirees. Each client is offered a high-quality, written plan outlining a path forward to achieving the client’s goals, plus What-ifs showing potential impacts of Long-Term Care, tax impacts of Required Minimum Distributions (RMDs) from growing tax-deferred accounts, or other major risks or impacts to the plan. John explores a wide range of wealth planning opportunities on behalf of his clients. He reviews today’s finances & cash flows, as well as the future picture that’s possible through well-executed, quality financial planning. 

John includes a comprehensive review of life insurance needs, Disability & Long-Term Care, Umbrella policies, 529 Plans/college funding, Health Savings Accounts, partial ROTH IRA conversion strategies, Solo 401(k)/Profit-Sharing plans, Social Security strategies, retirement income planning & more.  

He provides tailored advice on how to tax-efficiently locate assets, select appropriate investments & tax-loss harvest. John focuses on the many ways the best advisors can actually add value to clients over time & more than earn their fee! 

After a career in business - having served as CFO for a manufacturing company for over a decade, & after having founded & sold a marketing company, - John entered wealth management. Prior to joining Morgan Stanley, he was a wealth management advisor at Merrill Lynch.

John is a graduate of the University of California, Los Angeles, with a degree in Economics & Business Administration. He is the 2018 President-Elect of the Financial Planning Association of Los Angeles, where he supports the organization's values of competence, integrity, relationships, and stewardship. He is also President of the historic 111-year-old Beaux-Art Higgins Building in downtown Los Angeles. John is active in the community as Board President for a historic Beaux-Arts building in downtown Los Angeles. John is the 2017/2018 President-Elect of the Financial Planning Association of Los Angeles, where he supports the organization's values of competence, integrity, relationships, and stewardship.

Education:

BA, Economics / Business, UCLA

Assets Under Management:

$10 million

Fee Structure:

Fee-based
Financial Planning Fee

CRD Number:

6383962

Insurance License:

#0K10537

Disclaimer:

Disclaimers: 

© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates. CA Insurance licenses #0K1053).

 

The use of the CDFA™ designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA™ designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field. 

 

The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

 

NMLS#: 1310775

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