John Agnew

Retirement, Investing, Insurance
“John Agnew is a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED DIVORCE FINANCIAL ANALYST® & Chartered Retirement Planning Counselor®. He helps clients pursue their life goals through effective, comprehensive financial planning.”

Morgan Stanley Wealth Management

Job Title:

Financial Advisor


John Agnew is a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED DIVORCE FINANCIAL ANALYST® professional, and holds the Chartered Retirement Planning Counselor℠ designation. 

John provides a comprehensive, wealth planning approach to diverse clients from affluent families, business owners, divorcees and retirees, to non-profits. He works with a select group of clients who he gets to know extremely well, including many with complex financial situations arising from divorce or other major life changes.

John advises on custom defined benefit pension plans, 401(k) profit-sharing plans and life insurance. He provides tailored advice on investment strategy, portfolio construction and asset allocation, as well as long-term care, risk mitigation, Social Security, college savings and retirement income.

In 1991, John graduated from the University of California, Los Angeles (UCLA) with a degree in Economics and Business with Latin, departmental and college honors. Prior to joining Merrill Lynch Global Wealth and Investment Management in 2014, he served as CFO for a U.S. manufacturing company for over a decade, and founded, operated and sold a profitable marketing services company prior to that.

John is active in the community as an advisory board member for Safe Place For Youth (S.P.Y.), and as Board President for a historic Beaux-Arts building in downtown Los Angeles. John is the 2017 President-Elect of the Financial Planning Association of Los Angeles, where he supports the organization's values of competence, integrity, relationships and stewardship.


BA, Economics / Business, UCLA

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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).

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NMLS#: 1310775

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