About Us

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Services Include
  • Fixed Income1
  • Wealth Management2
  • Alternative Investments3
  • Municipal Bonds4
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

4350 La Jolla Village Dr
Ste 1000
San Diego, CA 92122
US
Direct:
(858) 597-7744(858) 597-7744
Toll Free:
(800) 397-8387(800) 397-8387

Meet PCH Group

About Me

Paul graduated from San Diego State University in 1980 with a degree in accounting. After college he worked at Ernst & Young and PricewaterhouseCoopers in the audit and tax departments, before joining Morgan Stanley in 1993. He holds the Certified Financial Planner™ designation, and he has furthered his education through numerous programs covering wealth management, asset management, employee benefit plans, tax planning, alternative investments, and financial and estate planning. This broad experience and education makes Paul uniquely qualified to assist business owners with the variety of issues that they encounter. Over the years Paul has volunteered his time to support the Mission Valley YMCA, Big Brothers of San Diego County and various youth sports organizations in North County San Diego. He resides in Encinitas, CA with his wife, Amy, and their two children.
Securities Agent: AZ, CA, CO, DC, FL, GA, HI, IL, KS, KY, MA, MD, MI, MT, NC, NE, NJ, NV, NY, OR, TX, VA, VI, WA; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1268324

About Me

Using the knowledge garnered from his experience in the financial industry in Chicago, New York, Tokyo and Southern California, Chris strives to provide his clients creative solutions and long term wealth management and estate planning services. Prior to joining Morgan Stanley, Chris owned and operated a small business in San Diego as well as a 501c3 non-profit he co-founded. Chris worked at Goldman, Sachs & Co for seven years as a financial associate, and as member of the management team in their prestigious high net worth private wealth management group in Chicago, Illinois. Chris resides in San Diego with his wife Alison, and son Noah. Chris works with several non-profits focused on microfinance initiatives worldwide, and coaches cross country at The Bishop’s School in his spare time.
Securities Agent: AZ, CA, CO, FL, HI, IL, MA, MI, MN, MT, NC, NJ, NV, NY, TX, UT, VA, WA; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures

About Me

(858) 597-7753madoka.nadahara@morganstanley.comMadoka oversees client communications and client events for the PCH Group. She is committed to continually enhancing the client experience through the broadening of resources available to the PCH GroupÆs clients, allowing them to make timely and well-educated decisions. Fluent in two languages (Japanese), Madoka has a wide range of business experience. Prior to joining the PCH Group, she ran her own business assisting major U.S. food companies with the introduction of their products in to the Japanese market. Prior to that she was a commodities trading liaison, assisting foreign clients of Mitsui & Co. with order execution on the Tokyo Commodities Exchange. Additionally, she hosted several English-teaching programs on JapanÆs National Television. A graduate of the University of California, Los Angeles, Madoka resides in La Jolla, CA with her son Nao.
Investment and Market Perspectives

On the Markets

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
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Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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Ready to start a conversation? Contact PCH Group today.
Market Information Delayed 20 Minutes
1Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

4Income 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.

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 suitable 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”) 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.


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