OC Crown Point at Morgan Stanley

As a former business executive and financial operator, Peter knows how thrilling and challenging the life of an entrepreneur can be. He experienced firsthand the dearth of relevant advice and holistic guidance for business owners, so he decided to become a Financial Advisor. Peter has focused on helping start-up founders, technology executives and entrepreneurs manage risks and maximize opportunities.

Peter applies his in-depth knowledge of business growth, operations and transition to his work with a select group of clients, their companies and their families. He is guided by a strong belief in 360-degree planning that encompasses business and personal wealth. Peter knows that it is never too early to begin planning for an eventual sale or succession. In everything he does, Peter strives to be the advisor he wished he had to help him through the decision-making and risk management needed to successfully run a business.

Peter provides a full suite of solutions for business owners, including operations, tax management, administration, investment banking and employee benefit plans. He also offers corporate property & casualty insurance planning. Peter thoroughly enjoys living a life of service, working with bright and talented clients, and helping them protect the wealth they've worked so hard to create.

• Credentials that build confidence
- CERTIFIED FINANCIAL PLANNER (CFP) professional
- Certified Exit Planning Advisor (CEPA)
- Property casualty broker
- M.B.A., Cornell Johnson Graduate School of Management
- M.B.A., Smith School of Business at Queen's University
- B.S., managerial economics, University of California, Davis
- Entrepreneurship, Sacramento Entrepreneurship Academy
- Personal financial planning program, University of California, Irvine
- United States Marine Corps Reserve Officer Training Corps

• Making a difference
Peter gives back to his community by mentoring young entrepreneurs in business-building skills. He also works with a local nonprofit that helps the most marginalized refugees get access to resources for resettlement, education and, most importantly, local support.

• Outside the office
- Enjoys backpacking, running and traveling
- Is an active investor in disruptive start-ups with his personal wealth
- Lives in Los Angeles with his Pembroke Welsh Corgi, Smore

CA Insurance Lic. #0K08116

Kevin became a Financial Advisor because he wanted to make a difference in people's lives. While financial planning is critically important, many people fail to address it. Kevin encourages his clients to make planning a priority so that they can pursue their cherished dreams. His ultimate goal is to help people provide the life they envision for current and future generations.

Kevin works with senior Fortune 500 executives to navigate their financial challenges and grow and protect their wealth. He has a deep understanding of corporate benefits, equity compensation, and cash flow planning. Kevin's holistic approach encompasses retirement income planning, tax management strategies, and wealth transfer for multigenerational families.
His background as an attorney enables Kevin to think strategically and design solutions to the problems that face successful individuals and families.

• Credentials that build confidence
- J.D., Rutgers University School of Law, Camden
- Estate attorney, commercial litigation and prosecutor
- B.S., sociology and criminal justice, University of Maryland
- Forbes/SHOOK Best-In-State Wealth Advisor, CA, March 2021

Forbes Best-In-State Wealth Advisors
​Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.

CA Insurance Lic. #0F56904

• Outside the office
- Loves the outdoors and enjoys running in 10K races
- Is an avid hiker and likes to spend time at his climbing gym in Santa Ana
- Lives in Fullerton with his son, Eli Lazer, and daughter, Ava Max
- Is actively involved in the PTA at his children's school and coaches youth sports in his free time.

As a Wealth Strategy Associate, Brian performs critical portfolio reviews and analysis for the clients of Crown Point Wealth Management. He researches investment strategies and solutions to help determine which are appropriate for each client's goals and risk tolerance.

After his second enlistment, Brian returned to college to complete his studies. He joined Crown Point as an intern in September 2017 and was offered a position as the team's Wealth Strategy Associate after he earned his degree in May 2018. Brian's interest in wealth accumulation and management originates from his limited knowledge of sound financial principals as a young adult. This deficiency led him on a personal journey to improve his long-term fiscal health-lessons he seeks to pass on to others.

• Education and accomplishments
- Series 7 and 66 securities licenses
- Bachelor of business administration, finance, Chapman University

• Outside the office
- Volunteers regularly with Mary's Kitchen, preparing and serving meals to individuals and families in need
- Enjoys travel, snowboarding, golfing, scuba diving, watching sports and riding his motorcycle
- Lives with his wife Stephanie and their two golden retrievers in Orange County, CA

Disclaimer: This role cannot solicit or provide investment advice

Christina is a Wealth Planning Associate who works with clients on their total financial picture and account management needs. She prides herself on resolving questions and issues with speed and efficiency. Christina is most passionate about the part she plays in helping families identify and plan for their financial goals. Whether they need to fund their children's education, seamlessly transfer generational wealth efficiently-or, helping clients with their online accounts, Christina is there to help.

Christina has lived all over the world—from her upbringing in South Africa to her decade-plus time in Taiwan with a manufacturing and retail sales company and in 2015 she moved to Los Angeles. She was working in banking during 2017 and later on joined the Crown Point team. She enjoys being part of a team with such a high level of focus and wealth of experience. Christina's experience in international business operations and her understanding of different cultures translates directly to her ability to serve a wide range of clients.

• Education and accomplishments
- Chartered Retirement Planning Counselor(CRPC)
- Series 7 and 66 securities licenses
- Life insurance agent
- Bachelor of fine arts, University of Cape Town
- Languages: English, Mandarin

• Outside the office
- Enjoys spending time with her family, travel, the arts and theater
- Sponsors children in need in developing countries
- Volunteers at her children's school and supports initiatives that include clean water and children’s education
- Lives with her husband, John, and their two children in Rowland Heights

Disclaimer: This role cannot solicit or provide investment advice

Celina has worked in the finance industry since 2000. She focuses on providing clients with operational and administrative support.

She resides in Brea, Ca with her husband and two children.

Disclaimer: This role cannot solicit or provide investment advice

Daniel’s aspirations to help others achieve their financial goals have led him to join the OC Crown Point Group at Morgan Stanley. As a Registered Client Service Associate, Daniel will assist in all operational and administrative services with integrity and accuracy. Daniel is a life-long learner, and as part of his personal and professional growth, he intends on pursuing advanced financial credentials.

• Education
- Series 7 and 66 securities license
- Property & Casualty license
- B.S., business administration – information systems, University of California, Riverside
- Languages: English and Korean

• Outside the office
- Lifting weights at the gym and self-studying kinesiology/nutrition
- Watching the Los Angeles Lakers win and lose their games
- Working on cars – maintenance and modifications

Disclaimer: This role cannot solicit or provide investment advice