Who We Are

AT YOUR SERVICE…

We are a team within Morgan Stanley that delivers sound investment and planning advice to hard-working families and corporations, predominantly in the San Francisco Bay Area.

Our clients rely on us to provide customized, targeted solutions that help solve the challenges they face in their financial lives, and to plan for a stable financial future that provides peace of mind.

EVERY STEP OF THE WAY

We are strong believers that financial planning is the anchor for securing the financial lives of our clients. In collaboration with a team of specialists, we deliver world-class financial solutions to address every aspect of our clients’ needs through the Morgan Stanley platform of services.

We stand shoulder to shoulder with our clients, navigating the milestones of their lives together.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Estate Planning Strategies3
  • Planning for Education Funding4
  • Wealth Management5
  • Corporate Retirement Plans6
  • Corporate Cash Management
  • Executive Financial Services7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Your Experience With Us

You can rely on our proven consultative process, which helps you get - and stay - on track to achieve your goals
  • 1) Define Your Goals
    Together, we will explore all aspects of your life that may impact your finances. we will also discuss your current financial situation, time horizon and risk tolerance. Our aim is to learn as much as we can about your priorities, challenges and goals.
  • 2) Develop Recommendations
    Based on what we have discovered, we help you develop a personalized financial plan for meeting your unique goals.
  • 3) Implement Your Strategy
    When you feel comfortable with the plan, we will work closely with you to bring all elements to life.
  • 4) Monitor Your Plan Over Time
    We will review your plan quarterly, outlining your performance and helping you track progress toward your goals. As your life evolves or priorities change, we are here to suggest appropriate adjustments to your plan so it remains aligned with what is most important to you.

Location

555 California St
35th Floor
San Francisco, CA 94104
US
Direct:
(415) 984-6755(415) 984-6755
Toll-Free:
(800) 289-9060(800) 289-9060

Meet El Camino Group

About Me

Angel has been advising families and corporations in the San Francisco Bay Area with their finances since 1996. He is passionate about helping people to successfully navigate the complexities they face in their financial lives through coaching and guidance. Angel grew up in San Francisco with his grandmother, who instilled in him from a very young age the value of hard work, a strong education, and giving back to his community. These core values have helped him understand the struggles and the tenacity it takes to be successful.
A portfolio manager by trade, Angel was the chief operating officer of a successful technology start-up prior to venturing into the world of finance. He earned his degree in finance from SF State University, received his MBA from Golden Gate University and completed executive development course work at Haas School of Business, UC Berkeley. An avid reader, Angel has also completed three Tough Mudders in the past year and truly loves having outdoor adventures with his wife and two children.
Angel is also passionate about giving back to his community. He has served on the Board of the Latino Community Foundation, Juma Ventures and the Susan G. Komen Foundation, among other organizations. In 2015, he co-founded the Latino Men’s Giving Circle and his goal is to partner with other organizations to inspire children to pursue studies focused on Science Technology Engineering and Math (STEM) and coding.
Securities Agent: CA, WA, TX, TN, SC, OR, NY, NV, NM, NJ, NC, MT, MO, MI, MD, MA, KY, IL, ID, DE, CT, CO, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1278971

About Me

Jared’s family roots run deep in the San Francisco Bay Area, where his family started the Boldemann Chocolate Company in the late 1880s. Growing up in San Mateo, California he started working at an early age in order to pay for his college education at San Diego State University and Bristol University in the United Kingdom, where he studied politics and economics. He began his career in finance a couple of years after the dot-com bust in San Francisco, working with financial advisors and families to construct tax-exempt municipal bond portfolios at Stone & Youngberg. In 2011, Jared joined El Camino Group at Morgan Stanley as a partner.
As the team’s fixed income portfolio manager and CERTIFIED FINANCIAL PLANNER™, Jared enjoys educating clients on matters related to asset protection, retirement planning, equity compensation and financial planning. He spends the majority of his time working with clients to uncover the best possible solutions to their financial challenges.
On his days off, you can find Jared taking care of his 1895 Victorian house in West Oakland, downhill skiing or trekking on mountains around the world.
Securities Agent: CA, WY, WA, TX, OR, NY, NV, NM, NE, NC, MT, MI, MD, MA, KY, ID, HI, DE, CT, CO, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1252959

About Me

The story of the El Camino Group is about reaching for the American Dream, not just for our clients, but also for our families. Juan’s story is no different. In 1995, Juan’s parents came to the U.S. in pursuit of opportunity and a better life for Juan and his sister. While earning his Bachelor of Science degree in Economics from San Jose State University, Juan learned the value of hard work and responsibility and gained his first exposure to the world of finance. He put himself through college by working as a bank teller at Chase Bank and then becoming a Registered Representative with JPMorgan Securities. Juan joined El Camino Group in 2015.
Juan believes that comprehensive planning is essential for helping individuals and families ensure that their hard work and legacy will be protected and wisely invested. In addition to English and Spanish, Juan is fluent in the language of investments. His personal and customized financial planning process demystifies the complex and clearly spells out investment choices and planning options to help our clients manage their wealth and achieve their financial goals. In addition, Juan’s collaborative spirit, empathy and obvious pride in his community bring peace of mind to our clients.
Juan’s community passion is the Latino Men’s Giving Circle, which helps underprivileged Latino youth pursue higher education. Juan and his wife, Julia, enjoy biking and spending time with family and friends.
Securities Agent: ID, CA, WI, WA, TX, SC, RI, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MI, MD, MA, KS, IL, GA, DE, CT, CO, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 830416

About Me

Although she grew up in Sacramento, Brianna has always been drawn to San Francisco. Her father was raised in the Outer Mission district and married her mother in City Hall. Growing up, Brianna also spent many weekends and holidays at her Grandmothers house in the city. When she graduated high school, Brianna seized the opportunity to attend the University of San Francisco.
She originally chose to major in Business Administration, but took advantage of opportunities to grow, both personally and professionally. She began as a Business Development intern at a non-profit in the Presidio and eventually shifted her focus and goals toward working in the Financial District. During her senior year of college, she accepted an internship as a Business Development Associate for a Morgan Stanley team and switched her major to Finance. Staying true to the values of her university and its motto "Change the world from here" she accepted a full-time role as a Client Service Associate after she graduated.
Brianna strongly believes in the impact that one can make by caring about the well-being of others and having a positive attitude, and she brings this to her job everyday when assisting our clients. When she is not working, she enjoys exploring the Bay Area with friends and family.

Strategic Partners

The Experience to Guide You
Our steadfast committment is to enhance the advice you receive. Working in partnership allows us the opportunity to provide a more holistic approach to help you manage and meet your wealth management goals head-on.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Ready to start a conversation? Contact El Camino Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan 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.

2Morgan 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.

3Morgan 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.

4Morgan 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.

5Morgan 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.

6Tax 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.

7Tax 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.

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