Lyle Murakami, CFP®
Senior Vice President,
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®
Direct:
(310) 544-3618(310) 544-3618
Toll-Free:
(800) 822-7648(800) 822-7648
My Mission Statement
Our mission is to help our clients make informed investment and financial decisions through professional relationships based on trust, integrity, and unparalleled service.
My Story and Services
Lyle is a Senior Vice President with Morgan Stanley. He has been with the firm for 24 years and in the financial services industry for 40 years. He is a Certified Financial Planner, a Portfolio Management Director and an International Client Advisor. His focus is on ultra high net worth, international private and corporate client business.
He advises on strategies pertaining to wealth management including money management, trust and estate planning, retirement planning and insurance services. He has worked directly with portfolio managers on investment companies helping coordinate risk management strategies, portfolio equity and fixed income strategies and corporate financial management programs. He works on all forms of lending and credit facilities for the team's business clientele.
He is a graduate of UCLA with a degree in Economics and is an avid supporter of youth educational and sports programs.
He advises on strategies pertaining to wealth management including money management, trust and estate planning, retirement planning and insurance services. He has worked directly with portfolio managers on investment companies helping coordinate risk management strategies, portfolio equity and fixed income strategies and corporate financial management programs. He works on all forms of lending and credit facilities for the team's business clientele.
He is a graduate of UCLA with a degree in Economics and is an avid supporter of youth educational and sports programs.
Securities Agent: HI, DC, CO, WY, SC, NM, FL, WI, NJ, MA, OR, AZ, VA, TX, OK, CA, WA, DE, UT, MI, NV, NY, CT, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1288373
NMLS#: 1288373
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WHAT ARE YOUR HOPES AND DREAMS?
Our approach to wealth planning focuses on what is most meaningful to you.
Whether meeting with you for the first time or reviewing your progress and life goals, this is our priority.
Leveraging our vast resources—including intellectual capital, experience and dedicated personal service—we can work with you to create a personalized wealth strategy. Our 4 step approach to Wealth Management is formal yet flexible. Over time, we can adapt it to changing circumstances, helping you to achieve—and to protect—your goals.
Whether meeting with you for the first time or reviewing your progress and life goals, this is our priority.
Leveraging our vast resources—including intellectual capital, experience and dedicated personal service—we can work with you to create a personalized wealth strategy. Our 4 step approach to Wealth Management is formal yet flexible. Over time, we can adapt it to changing circumstances, helping you to achieve—and to protect—your goals.
DISCOVER
Our relationship begins with a thorough understanding of you – your needs, your lifestyle and family, and your goals for the future.
CREATE
I work with you to develop a roadmap to help you achieve and protect the outcomes you envision.
ACT
Next, I can help you implement investment, retirement, trust services, lending, cash management and insurance solutions suited to your needs.
ADJUST
Achieving your goals requires vigilance and flexibility. I’ll help you monitor your progress and make adjustments as life evolves, markets and tax laws shift, and priorities change.
4 STEP PROCESS
Work with you to establish a realistic set of objectives based on:
- Your financial goals
- Time horizon
- Liquidity needs
- Tolerance to volatility and risk
- Time horizon
- Liquidity needs
- Tolerance to volatility and risk
Define Investment Strategy
- Develop an investment strategy designed to help produce optimal portfolio performance
- Seek to generate the highest return potential consistent with the strategy’s level of risk
- Seek to generate the highest return potential consistent with the strategy’s level of risk
Evaluate and Select Investments
- Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy
Ongoing Review Process
- Monitor your portfolio to track its performance relative to your stated objectives
- Modify the portfolio on a discretionary basis as your needs and circumstances change over time
- Modify the portfolio on a discretionary basis as your needs and circumstances change over time
Location
609 Deep Valley Dr
Ste 400
Rolling Hills Est, CA 90274
US
Direct:
(310) 544-3618(310) 544-3618
Toll-Free:
(800) 822-7648(800) 822-7648
Fax:
(213) 486-8857(213) 486-8857
Wealth Management
Global Investment Office
Portfolio Insights
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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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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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
Ready to start a conversation? Contact Lyle Murakami 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.
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
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)
