Greg Gutfleisch, CFP®, ChSNC®
Senior Vice President,
Financial Advisor,
Senior Portfolio Manager,
Alternative Investments Director,
Investment Management Consultant,
Chartered Special Needs Consultant
Direct:
(818) 713-4020(818) 713-4020
Toll-Free:
(800) 654-5954(800) 654-5954
My Mission Statement
Helping clients like you achieve all of your retirement and investing goals
My Story
Greg Gutfleisch is a Senior Vice President, Senior Portfolio Manager, Financial Advisor and Investment Consultant at Morgan Stanley Wealth Management in Westlake Village CA. A seasoned wealth management professional, Greg is dedicated to helping people and their families plan for and achieve their most important financial and life goals, from sending children to college and retiring comfortably to practicing purposeful philanthropy and leaving a meaningful legacy.
As a Certified Financial Planner®, Greg upholds the highest standards of excellence for financial planning and provides personalized financial advice and tailored investment solutions to each of his valued clients. Prior to joining Morgan Stanley in March of 2000, Greg was a financial analyst at Angelo, Gordon & Co., a New York-based privately-held registered investment advisor specializing in alternative investing. He began his career as a Certified Public Accountant (CPA Non Practicing at Morgan Stanley) and worked at Deloitte & Touche, where his clients ran the gamut from major manufacturers to Major League Baseball to financial companies. Greg’s dual background in alternative risk-based investment strategies and accounting gives him insight into the areas of risk analysis, risk protection and compliance, which can be valuable when advising clients on sound financial decision-making.
As a financial advisor, Greg is committed to collaborating with his clients, earning their trust and understanding their personal wealth management needs. By taking a holistic approach that looks beyond investment portfolios to the people and priorities that drive them, Greg helps his clients make well-informed, disciplined decisions based on their individual risk tolerance and investment horizon. Greg has also developed a passion for working with families that have children with special needs.
A native of Brooklyn, NY and a graduate of Binghamton University in Upstate New York, Greg loves his adopted home state of California and lives in Westlake Village with his wife, Joeli, and their two children, Alex and Kyra. On the weekends, you’ll find Greg, an avid sports fan, cheering in the stands at his children’s sports league games or playing golf.
Greg is an active member of his community, donating his time and talent to organizations and causes that have special meaning for him and his family. Currently, Greg sits on the Board of Directors at the Southeast Ventura County YMCA.
As a Certified Financial Planner®, Greg upholds the highest standards of excellence for financial planning and provides personalized financial advice and tailored investment solutions to each of his valued clients. Prior to joining Morgan Stanley in March of 2000, Greg was a financial analyst at Angelo, Gordon & Co., a New York-based privately-held registered investment advisor specializing in alternative investing. He began his career as a Certified Public Accountant (CPA Non Practicing at Morgan Stanley) and worked at Deloitte & Touche, where his clients ran the gamut from major manufacturers to Major League Baseball to financial companies. Greg’s dual background in alternative risk-based investment strategies and accounting gives him insight into the areas of risk analysis, risk protection and compliance, which can be valuable when advising clients on sound financial decision-making.
As a financial advisor, Greg is committed to collaborating with his clients, earning their trust and understanding their personal wealth management needs. By taking a holistic approach that looks beyond investment portfolios to the people and priorities that drive them, Greg helps his clients make well-informed, disciplined decisions based on their individual risk tolerance and investment horizon. Greg has also developed a passion for working with families that have children with special needs.
A native of Brooklyn, NY and a graduate of Binghamton University in Upstate New York, Greg loves his adopted home state of California and lives in Westlake Village with his wife, Joeli, and their two children, Alex and Kyra. On the weekends, you’ll find Greg, an avid sports fan, cheering in the stands at his children’s sports league games or playing golf.
Greg is an active member of his community, donating his time and talent to organizations and causes that have special meaning for him and his family. Currently, Greg sits on the Board of Directors at the Southeast Ventura County YMCA.
Services Include
Securities Agent: NV, MT, MI, IL, AZ, AK, TX, OK, OH, NM, NC, WI, VA, TN, SD, MD, ID, MN, OR, CA, FL, CO, SC, NY, NJ, GA, CT, WA, MA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1273088
CA Insurance License #: 0D14108
NMLS#: 1273088
CA Insurance License #: 0D14108
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
I take the time to work with you and understand you…and with that you will be in the best position to reach your financial goals. I believe it is this team effort that creates a successful financial strategy.
With my 20+ years of experience as a financial advisor, and as a CPA beforehand (non-practicing at Morgan Stanley), I will bring order to your financial life by working with you to get your financial house in order. I commit to you I will act with the highest level of integrity.
With my 20+ years of experience as a financial advisor, and as a CPA beforehand (non-practicing at Morgan Stanley), I will bring order to your financial life by working with you to get your financial house in order. I commit to you I will act with the highest level of integrity.
Evaluate Your Current Situation
Understand you and your family’s unique circumstances and goals.
Analyze Risk
Analyze your risk tolerance and investment preferences to create a financial/retirement plan.
Educate
Educate and recommend on what we may or may not do with your investments/plan.
Development
Design a portfolio of investments to help you achieve your unique goals.
Review
Review your portfolio periodically to make sure it is still on track and adjust if needed.
Regular Communication
On-going communication with you regarding any changes or shifts in strategy while keeping you up to date on latest news.
Regular updates about your performance, fees, investments and financial plan progress
Email updates, phone calls and in person reviews as needed and based on your preferences
Response within 24 hours to your phone calls and emails
Fully straightforward as to your investment fees
I will bring you my best investment ideas, both traditional and alternative investments
Education as needed on your investments, the markets and anything else as necessary
Communication as to the risks of your portfolio so you understand the potential downside
Certified Financial Planner® (CFP®)
CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.
Chartered Special Needs Consultant ® (ChSNC®)
ChSNC® designees have the specialized skills needed to help clients plan for the future with honesty, ethics, and compassion. A ChSNC® can navigate the unique considerations of estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, and more.
Investment Management Consultant
Morgan Stanley Investment Consultant's Program at University of Pennsylvania The Wharton School
San Fernando Valley Business Journal 2015 Trusted Advisor
Binghamton University
BS - Accounting
Private Credit
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Exchange Funds
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1031 Exchanges
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Private Real Estate
Click Here for More Info
Private Equity
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Private Placement Variable Annuities and Life Insurance
Click Here for More InfoClient Service Team
Brandon Fraye - Registered Client Service Associate
Phone:
(818) 713-4738(818) 713-4738
Email:brandon.fraye@morganstanley.com
Location
100 N Westlake Blvd
Ste 200
Westlake Village, CA 91362
US
Direct:
(818) 713-4020(818) 713-4020
Toll-Free:
(800) 654-5954(800) 654-5954
Fax:
(818) 237-4073(818) 237-4073
Wealth Management
From My Desk
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Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Greg Gutfleisch today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
