Welcome!

Calvin Dinsdale graduated from Central Michigan University with a Bachelor of Science in Business Administration degree in Personal Financial Planning in 2012. A native of Michigan, Calvin started his career working at State Farm Insurance, where he was in charge of sales for property & casualty and life insurance. He worked with clients on a routine basis, analyzing their financial and insurance needs. 

Calvin joined Morgan Stanley in 2013. As a financial advisor, his practice focuses on helping clients preserve and grow their wealth.  He draws on his own insight as well as Morgan Stanley’s global research and experienced financial specialists to create a personalized wealth management strategy for a successful financial future.  

Calvin currently has his FINRA Series 7, Series 66 along with his Life, Health and Variable Annuity License, NMLS # 1643902, CA Insurance #0I52173

In his free time, Calvin enjoys skiing, playing basketball and traveling.
Services Include
  • Wealth Management1
  • Cash Management2
  • Corporate Retirement Plans3
  • Lending Products
  • Long Term Care Insurance4
  • Trust Accounts5
  • 401(k) Rollovers
  • Certificates of Deposit6
  • Estate Planning Strategies7
  • Financial Planning8
  • Planning for Education Funding9
  • Professional Portfolio Management10
Securities Agent: AZ, CA, CO, CT, FL, GA, HI, IL, IN, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM, NV, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI; Investment Advisor Representative; General Securities Representative
NMLS#: 1643902
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Brian Asher

Brian Asher

Vice President Financial Advisor

Brian Asher is a Vice President and Financial Advisor with 33 years of experience. Born and raised in San Francisco, Brian later went on to receive both a bachelors and master’s degree in Economics at UC Santa Cruz.  In 1984, he started building his business as a Financial Advisor at Shearson Lehman American Express. His passion for helping his clients understand their goals, and how to best achieve them has become one of his greatest achievements. Ultimately, he believes in education, empowerment and transparency in his interactions with investors.  

 
By 1991, he took his skills and leveraged them into a management role where he became a Producing Manager with Smith Barney. As a manager, in addition to growing his client practice, he further developed his passions for leadership, ethics and collaborative communication. After 7 years as a manager, and the merger between Morgan Stanley and Smith Barney, Brian decided to focus solely on being a financial advisor and managing his clientele. 

 
Today, Brian lives in Seal Beach. He has two children. When he is not at work, he enjoys spending time with family and friends. His primary professional passion is serving as both a coach and mentor for clients and new financial advisors. He believes in giving advice and helping people in a way that is easy to understand. He gains great satisfaction when clients express happiness after achieving their financial goals. Last but not least, Brian is certain that what it takes to be a successful financial advisor is hard-work, excellent communication skills, and dogged persistence in the pursuit of helping his clients achieve their financial dreams.

    Working With You

      Education

      • Degree in Personal Financial Planning from Central Michigan University 2012

      Location

      6700 E Pacific Coast Hwy
      Ste 110
      Long Beach, CA 90803
      US
      Direct:
      (562) 901-4327(562) 901-4327
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Access Morgan Stanley Online

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      Ready to start a conversation? Contact Calvin Dinsdale today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      6CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

      7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      8Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      10Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018