Nieneth Salamon
Phone:
(818) 382-5754(818) 382-5754
Jonathan O'Brien
First Vice President, Wealth Management,
Financial Advisor
Direct:
(818) 382-5715(818) 382-5715
Toll-Free:
(800) 237-4821(800) 237-4821
My Mission Statement
Working alongside you today, helping to define and outline your legacy for you and your family!
WHAT WILL YOUR LEGACY BE?
For over thirty years, I have worked with successful families just like yours – business owners, professionals, executives, athletes and entertainers—each of whom measure success differently and by more than just account balances.
Over the years, I have developed and refined a process that encompasses the 7 pillars of wealth management—pillars that carefully balance today’s needs with tomorrow’s goals. The multiple generations we work with today are evidence of the many incredible legacies we have helped create.
I am positioned to serve you and your family for decades to come, with a commitment to help you fully realize your personal and financial goals.
I'm here to not only help you define your goals, but also achieve them. We want to help answer the questions raised below and share our favorite quote:
Over the years, I have developed and refined a process that encompasses the 7 pillars of wealth management—pillars that carefully balance today’s needs with tomorrow’s goals. The multiple generations we work with today are evidence of the many incredible legacies we have helped create.
I am positioned to serve you and your family for decades to come, with a commitment to help you fully realize your personal and financial goals.
I'm here to not only help you define your goals, but also achieve them. We want to help answer the questions raised below and share our favorite quote:
“If you don’t have time to do it right, when will you have time to do it over?” (John Wooden)
- What would you like your wealth to accomplish?
- How will it impact your family and local community?
- Would you like your success to make an impact on environmental and social issues as well as corporate governance?
- How do you envision your life and legacy?
Securities Agent: NV, OR, FL, VA, MD, HI, CA, NY, NC, GA, DC, TX, NJ, UT, IL, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1272761
CA Insurance License #: 0B94101
NMLS#: 1272761
CA Insurance License #: 0B94101
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Goal Based Planning
More than ever, our clients need guidance and advice. Today's families confront many obstacles in a fast changing economic landscape. College funding has never cost more, retirees are living longer and long term health care costs are soaring. Interest rates are near generational lows and global market risks always seem high. Our disciplined process prioritizes financial and investment planning which helps enable our clients to realize their goals and objectives.
Investment Management
Whether talking heads on TV, neighbors with a "tip", celebrity fads or internet sensations-investing "ideas" are easy to find. "Ideas" are not long term investment strategies. Through our collaborative process we develop a long term strategic asset allocation for you which over decades of investing has proven to have the largest impact on financial outcomes.
Taxation
Intelligent asset location, withdrawal sequencing and tax loss harvesting can make a meaningful impact on after tax returns.
Risk Management
As in life, there is no set of choices that can remove all risk from the equation for families. Our mission is to plan for the future and strike the most effective balance. That means playing defense when necessary and we use a variety of tools including Long-Term Care and Life insurance to protect our clients' family legacies.
Legacy Planning
We have 2nd and 3rd generation clients for a reason. Our process creates financial plans for today and succession plans for tomorrow. In concert with your other key advisors, we provide estate reviews and multi-generational financial education.
Philanthropy
Wealth affords us opportunities to impact communities and causes we are passionate about. Identifying effective and strategic giving options is an important focus in our process. We offer insight and support for private foundations, donor advised funds, and other charitable vehicles to scale the impact of your giving.
Cash Management
Cash is one of the most overlooked components of a sound financial plan. Our team adheres to two important rules of investing. Rule #1: We don't sell just because markets are down. Rule #2: We always plan to maintain enough liquidity in your portfolio to support your spending needs so we never have to violate rule #1.
Financial Planning
• We tell you what we think, not what we think you want to hear
• Suggest creative financial alternatives you may have never considered
• Prioritize your objectives, define realistic goals
• Suggest creative financial alternatives you may have never considered
• Prioritize your objectives, define realistic goals
Banking + Lending
• Residential Mortgages
• Commercial Lending
• Securities Based Lending (Lines of Credit)
• Cash management services
• Commercial Lending
• Securities Based Lending (Lines of Credit)
• Cash management services
Investment Management
• Provide guidance through difficult and volatile markets
• Invest with an option
• Create diversified portfolios to help manage risk
• Invest with an option
• Create diversified portfolios to help manage risk
Personal CFO
• Someone you can trust for advice on all financial matters
• Collaborate with your CPA to help mitigate taxes
• Coordinate with your Estate Attorney to help ensure your investments are consistent with your estate plan
• Collaborate with your CPA to help mitigate taxes
• Coordinate with your Estate Attorney to help ensure your investments are consistent with your estate plan
Protection
• Industry leading commitment to Cyber Security
• Utilize insurance strategies to help protect your estate
• Place a premium on every client’s privacy
• Utilize insurance strategies to help protect your estate
• Place a premium on every client’s privacy
Executives + Business Owners
• Advice regarding concentration, restricted stock and employer stock options
• Access to capital to build your business
• Succession Planning
• Access to capital to build your business
• Succession Planning
Location
15260 Ventura Blvd
Ste 1900
Sherman Oaks, CA 91403
US
Direct:
(818) 382-5715(818) 382-5715
Toll-Free:
(800) 237-4821(800) 237-4821
Fax:
(818) 382-5768(818) 382-5768
15260 Ventura Boulevard
Suite 1900
Sherman Oaks, CA 91403
US
Direct:
(818) 788-2800(818) 788-2800
Meet My Team
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Helen Zhao, CFP®, CFA®
Financial Planning Director, Vice President
About Helen Zhao
Helen Zhao is a Vice President and Financial Planning Director, serving Morgan Stanley’s Wealth Management offices in the Woodland Hills market in Greater Los Angeles area. She is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Helen began her career in financial services in 2007 and has spent over ten years at Morgan Stanley. Prior to her career in finance, Helen was a practicing CPA with Deloitte Tax LLP and Ernst & Young.
Helen graduated from Pepperdine University with an MBA and holds her Certified Financial Planner® and Chartered Financial Analyst designations. Helen lives in west Los Angeles and teaches personal financial planning part time at UCLA Extension.
Helen began her career in financial services in 2007 and has spent over ten years at Morgan Stanley. Prior to her career in finance, Helen was a practicing CPA with Deloitte Tax LLP and Ernst & Young.
Helen graduated from Pepperdine University with an MBA and holds her Certified Financial Planner® and Chartered Financial Analyst designations. Helen lives in west Los Angeles and teaches personal financial planning part time at UCLA Extension.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Jonathan O'Brien today.
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
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)
