Isaac Feldstein
Financial Advisor,
Workplace Advisor - Equity Compensation,
Alternative Investments Director,
Financial Planning Specialist
Direct:
(650) 234-5122(650) 234-5122
Direct:
(650) 924-8962(650) 924-8962
My Mission Statement
Craft personalized investment and financial strategies to guide individuals and their families through life's biggest challenges.
My Story and Services
As your Financial Advisor, I will work with you to define and help meet your goals by delivering a powerful array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I will help you to preserve and grow your wealth. Leveraging Morgan Stanley, you will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment solutions.
Securities Agent: SD, UT, VA, VI, VT, WI, WV, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, WA, AK, AL, AR, CT, DC, IN, ME, MS, NE, NH, OK, PR, SC, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 2309307
NMLS#: 2309307
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Modern Wealth Management
Modern Wealth Management begins with understanding YOU and YOUR unique needs. Only then can we leverage the right resources to help you meet your needs and achieve your goals. Understanding all your needs and goals, both big and small, allows us to develop a customized holistic strategy to guide you on the path called life. Filled with ups and downs, and surprises both good and bad, we are there to help you navigate life's biggest challenges.
What does a holistic strategy look like?
What does a holistic strategy look like?
Financial Planning
The cornerstone of our methodology and process, financial planning is how we start every relationship. We begin by learning about who you are, what your values are, and what goals you are trying to achieve. We believe making this human connection and understanding the "why" behind your financial goals allows us to best serve your needs. We align this background with our suite of tools and solutions to build a custom plan to help you navigate life's biggest obstacles.
Goals Planning System
Tax-Smart
Being tax-smart is at the forefront of everything we do. Tax efficiency is a guiding principle in how we select and manage your investments, and how we work to add value to your circumstances. We leverage Morgan Stanley's robust suite of tax tools to be forward thinking and intentional to help you reach your goals.
ESG and Sustainable Investing
We believe it is important to align your investments with what you value. This can play as small or large of a role as you would like, and typically consists of thematic investing, impact investing, donor advised funds and philanthropic giving, and a variety of other areas. We will develop a custom investment solution to help you make an impact in the areas you most value.
Measure the Impact of Sustainable Investments
Alternative Investments
Leveraging Morgan Stanley's robust Alternative Investments Platform, we identify private investment opportunities that align with your goals and help diversify your portfolio.
Alternative Investments PlatformDiscover. Plan. Implement.
Successful outcomes begin with having a thoughtful and deliberate process. This repeatable process is what allows us to provide holistic advice that will help our clients reach their goals, no matter what they are.
What does this process look like?
What does this process look like?
Discover
Getting to understand you and your circumstances is the first step in providing tailored advice. Understanding how you got to where you are, what you value, and who you love helps us identity your “why.” This background allows us to create context around your finances, and to better understand your priorities and goals.
Plan
After understanding where you are and where you want to go, we develop a customized financial plan and investment strategy to help get you there. The financial plan allows you to answer the big questions: Am I on track? Will I be ok? What happens if...?
Implement
Executing on this customized strategy is where phase two starts: The Client Experience.
Adding Value to Your Situation
Having clients trust us with their financial wellbeing is something we do not take lightly. We are incredibly sensitive to earning the cost of working with us, and providing a service that goes above and beyond to continue to add value to your situation. Adding value doesn't stop at financial planning and investment management, but goes beyond these to address all parts of your financial life. These can include things like estate planning, private banking and lending, and philanthropy, to name a few. It is about always having someone to call with any questions. It is about having someone who is monitoring your entire financial life and providing guidance to make adjustments as needs change and opportunities present themselves. It is about having someone you trust, to provide the right advice at the right time, in order to help you navigate life's most sensitive and important challenges, changes, and opportunities.
How do we earn and build this trust? How do we continue to add value? It is built on a foundation of communication, partnership, and a commitment to providing the best possible advice and services.
How do we earn and build this trust? How do we continue to add value? It is built on a foundation of communication, partnership, and a commitment to providing the best possible advice and services.
Communication
Communication means making sure you are comfortable with and understand what is happening with your investments so you can sleep better at night. Communication also means that there is someone just a phone call away who can provide advice and answer any questions you have. Life can happen at any time of the day, week, and year. That is why you need someone who is ALWAYS there for you.
Partnership
I believe whole heartedly in the proverb "If you want to go fast, go alone, if you want to go far, go together." Acting as your partner, we are there to support you as you navigate life and strive to achieve your goals. Working together, we develop a goals-based financial plan, help you stick to the plan and remain on track, and adjust the plan as circumstances change and opportunities present themselves. Throughout this partnership we set up milestones and checkpoints to ensure we remain true to our mission of providing outstanding service and advice, in order to meet your moment, and help you reach your goals.
Learning
The world, and your needs and goals, are always changing and evolving. With our commitment to learning and development, we remain dynamic in order to best leverage the robust toolkit Morgan Stanley has available to ensure that our clients are getting the most updated and relevant advice possible.
Location
2882 Sand Hill Rd
Ste 200
Menlo Park, CA 94025
US
Direct:
(650) 234-5122(650) 234-5122
Wealth Management
Global Investment Office
Portfolio Insights
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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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
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
529 Plans: A Powerful Tool to Save for Education
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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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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Isaac Feldstein today.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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)
