financial advisor - certified financial planner™ certified portfolio manager® at morgan stanley@ Morgan Stanley
San Diego County, California, United States
Norbert Frassa
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FlashIntel GPTNorbert Frassa is a highly experienced professional with over 31 years of work experience. Based in the United States, he believes that careful planning can be crucial for nearly any financial goal. Norbert assists clients with reviewing their situation and providing appropriate strategies. His skills include financial planning, retirement planning, education planning, and estate planning strategies. He has held various positions in renowned companies such as Morgan Stanley and Bed Bath & Beyond, where he has demonstrated his expertise in general management.
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About
I believe that careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I assist clients with reviewing their situation and help determine appropriate strategies. Skills include Financial Planning and Financial Goals Analysis, Retirement Planning, Education Planning, and Estate Planning Strategies. Schedule a meeting with Norbert: https://meetings.morganstanleyclientserv.com/landing.html?fa=b5d77c2855ef583f2387eccc98ad8d6f
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financial advisor - certified financial planner™ certified portfolio manager® at morgan stanley
Vice President Financial Advisor
Financial Services
Norbert Frassa's Professional Milestones
- Store Management (2002-11-01~2004-05-01): Increasing operational efficiency and maximizing sales through strategic planning and effective team management.
- Vice President Financial Advisor (2004-05-01~): Driving financial success through strategic advice and effective client leadership.
Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
William Cheng
product manager at morgan stanley|product management|product owner
Anuka Moon
Analyst
Poonam Dighe
Account Client Product System Product Owner, working with Pride Technologies as Consultant and deputed at Morgan Stanley
Bonface Ouma
Owner
Other Named Norbert Frassa
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Norbert Frassa works for Morgan Stanley
Norbert Frassa's role in Morgan Stanley is financial advisor - certified financial planner™ certified portfolio manager® at morgan stanley
Norbert Frassa works in the industry of Financial Services
Norbert Frassa's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,William Cheng,Anuka Moon
Norbert Frassa's latest job experience is financial advisor - certified financial planner™ certified portfolio manager® at morgan stanley at Morgan Stanley
