ADVISOR BIO

Calvin Shiu is a financial advisor with over 20 years of experience in the industry. Calvin is registered with Morgan Stanley and has a strong background in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and institutions. Calvin is also a Chartered Financial Consultant and has a comprehensive understanding of financial planning and investment strategies. Calvin is committed to providing personalized and tailored financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Calvin Tatkwan Watt is an investment advisor representative with Morgan Stanley. Calvin has been in the industry since 1998. Calvin is registered with the state of California and Texas and holds Series 66, 10, 9, 31, 7, and SIE licenses.

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ADVISOR BIO

Calvin Y Chu is an investment advisor representative with Valmark Advisers, Inc. Calvin is registered in California. Calvin's registration became effective on September 17, 2024. The advisor has been in the industry since November 27, 2023. Calvin's specializations include retirement planning, estate planning, insurance, college planning, and mutual funds.

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ADVISOR BIO

Calvin Jacobs is a registered representative with Morgan Stanley, located in Long Beach, California. Calvin has been in the industry since June 2013 and holds Series 7, Series 66, and SIE licenses. Calvin is registered in 37 states. Calvin also holds a current registration as an investment advisor representative in California and Texas. Calvin's specializations include financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Calyssa Frankel is a financial advisor who has been in the industry since 2022. Calyssa is currently registered with Morgan Stanley in California and Texas. Calyssa holds a Series 7TO, Series 66, and SIE. Calyssa's specializations include investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Cameron Meek is an Investment Advisor Representative at Beacon Pointe Advisors, LLC, located in Campbell, CA. Cameron is a Certified Financial Planner® and holds the Series 65 license. Cameron has been in the financial services industry since 2016 and has a strong background in providing financial planning and portfolio management services to individuals, businesses, and investment companies. Prior to joining Beacon Pointe Advisors, Cameron worked at Morton Capital and Free People / URBN. Cameron specializes in providing financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, families, and businesses.

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ADVISOR BIO

Cameron King Martin is a registered investment advisor representative with WCM Investment Management, an investment advisory firm based in Laguna Beach, California. Cameron also acts as the CIO for Martin Capital Partners, LLC, a wholly owned independently registered investment adviser that will dissolve 12/31/24. Cameron has been in the industry since 1997, and holds the Series 65, Series 63, Series 31, and Series 7 licenses.

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ADVISOR BIO

Cameron Garemani is a financial advisor with Morgan Stanley. Cameron has been in the financial industry since 2018, and holds Series 66, Series 7TO and SIE licenses. Cameron has registrations in 53 states and 2 jurisdictions, including Alabama, Alaska, and Arizona. Cameron provides asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Cameron also provides portfolio management for businesses, individuals, and investment companies.

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ADVISOR BIO

Cameron Lavey is a financial advisor currently registered with Genter Capital Management in Los Angeles, California. Cameron has been working in the financial services industry since December 13, 2009. Cameron has been registered with Genter Capital Management since December 7, 2011. Before working at Genter Capital Management, Cameron was employed at UBS Financial Services Inc., Multi-Financial Securities Corporation, Financial Network Investment Corporation, and ING Financial Partners, Inc. Cameron holds Series 7, Series 66, and SIE licenses. Cameron also has experience working in various other organizations including IMST Distributors, LLC. Cameron specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Camille Justine Gaffney is a financial advisor with Morgan Stanley. Camille has been in the financial industry since 1996. Camille is registered with the state of California and Texas. Camille has a wide range of experience, including providing financial planning, pension consulting, and asset allocation advice to a variety of clients. Camille is committed to helping clients achieve their financial goals.

SPECIALIZATIONS