About The Bach Group

HELPING YOU ACHIEVE YOUR FINANCIAL GOALS

The Bach Group can help you create a personal financial plan and make educated decisions about your investment portfolios.  Through a strong planning process and sound investment research, The Bach Group has helped many families clearly define and reach their specific goals and dreams. Today, with Emily at the helm, The Bach Group has grown to include three Financial Advisors and three Client Service Associates and manages $1.1 billion for their clients as of January 31, 2018.

TOP ADVISORS

Emily Bach, Executive Director and Wealth Advisor, with The Bach Group was recently selected by Barron’s Magazine as one of America’s 2018 “Top 100 Women Financial Advisors” for the 13th year in a row.  Emily was also named Forbes Magazine’s “Top 200 Women Financial Advisors” in 2017 & 2018 and ranked #25 on Working Mother Magazine’s 2017 “List of Top Wealth Advisors.”

Sean Parks, Financial Advisor and Certified Financial Planner, also with The Bach Group, was named one of Forbes Magazine’s “America’s Top Next Generation Wealth Advisors” 2017 & 2018.
Services Include
  • Financial Planning1
  • Professional Portfolio Management2
  • Retirement Planning3
  • Municipal Bonds4
  • Qualified Retirement Plans5
  • 401(k) Rollovers
  • Asset Management6
  • Lending Products
  • Fixed Income7
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Getting Started

  • PERSONAL APPOINTMENTS
    We encourage you to call our office to schedule your complimentary portfolio review with one of The Bach Group’s Financial Advisors. During our initial meeting we will guide you through the process of defining your goals and objectives, review your investment history and risk tolerance to best define a course of action for you and your family. To prepare for your meeting we ask you to complete “The Bach Group – Financial Organizer” and gather the items listed on “What to Bring to Your Financial Review”.
    What to bring to your Financial Review
  • A WRITTEN FINANCIAL PLAN
    Once we have completed your initial meeting and understand your unique needs and goals, we will create a personalized written financial plan outlining our suggested course of action. In that meeting, we will review the plan in detail and also explain any fees that are associated with your specific financial proposal. Our goal is to educate you about your financial plan so you are comfortable with the investments decisions.
    The Bach Group - Financial Organizer
  • ONGOING EXCELLENT SERVICE
    Once we have implemented your financial plan, continued maintenance is essential in meeting your long-term investment goals. It is important to make adjustments to the plan as the investment environment and your life changes. Our goal as Financial Advisors is to guide you along the entire journey. We are dedicated to developing good long-term relationships and helping you achieve your goals every step of the way.

Working With You

RETIREMENT PLANNING AND INVESTMENT SELECTION
The Bach Group provides all aspects of financial planning with a focus on retirement planning and college funding needs. Our goal as Financial Advisors is to match the right investments with your specific needs and objectives. We help you select appropriate investments from stocks, bonds, and mutual funds to annuities or cash alternatives that fit your needs. In addition, we work with you to determine advantageous retirement strategies from 401(k) to IRA Rollovers as well as Traditional and Roth IRAs. We want to establish a long-term relationship with you. This is the kind of rapport that can only come from providing sound financial advice and excellent ongoing service.

OUR TEAM APPROACH TO MANAGING YOUR MONEY
We believe that a team approach will provide you with a warm atmosphere and the attention you desire as a valued client. You deserve quick responses to your questions and problems, and through a dedicated team approach we feel the appropriate recommendations be made with prompt and efficient service.

The Bach Group Video

Location

2 Theatre Square
Ste 322
Orinda, CA 94563
US
Direct:
(925) 253-5322(925) 253-5322
Toll Free:
(800) 786-1415(800) 786-1415

Meet The Bach Group

About Me

Emily Bach, Executive Director and Wealth Advisor at Morgan Stanley, has been dedicated to providing exceptional service and financial planning advice to her clientele since 1993. Emily was named as one of the Top 100 Women Financial Advisers in America by Barron’s Magazine, thirteen consecutive years, from 2006 to 2018. In November 2015, Emily was featured in Barron’s “All-Star Women” list. This list recognized 16 financial advisors who have been named to the publication’s “Top 100 Women Advisors” list every single year since its inception in 2006. Emily was also named Forbes Magazine's "Top 200 Women Financial Advisors" in 2017 & 2018 and ranked #25 on Working Mother Magazine's 2017 "List of Top Wealth Advisors".  In addition, Emily was also selected in 2011 and 2014 as one of The Top 50 Wirehouse Women by Registered Rep Magazine (January 2012 & August 2015 issues).
Securities Agent: AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, MA, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1261989

About Me

Pam Burk, Vice President, Wealth Advisor and Certified Wealth Strategist® at Morgan Stanley, has been providing clients with personalized investment advice and strategies since 2000. With a relationship built on mutual respect, clients feel comfortable knowing that their investments meet their personal risk tolerance levels, yet are moving them closer to their financial goals. Prior to joining Morgan Stanley, Pam was an Investment Specialist in San Diego, California.
Securities Agent: AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, MA, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1265069

About Me

Sean Parks, Financial Advisor at Morgan Stanley, works with The Bach Group to address the specific needs and service issues of high net worth clients.  Since entering the financial industry in 2004, Sean proactively helps develop and implement portfolio enhancements in order to provide the appropriate investment strategy for clients.  Sean holds a Bachelor of Science degree in Business Administration with an emphasis in Finance from California State University, Chico.  Additionally, he holds his Series 7 & 66 licenses, the CERTIFIED FINANCIAL PLANNER™ designation, and Chartered Financial Consultant® designation.
Securities Agent: AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, MA, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1460456

About Me

Shelby Buccellato, Portfolio Management Associate Director, started in the financial industry in 1995. She holds a Bachelors of Arts degree at Golden Gate University as well as Series 7 & 63 licenses. Shelby’s role is to process all client trades, daily operational requests, and uphold the excellent customer service for which The Bach Group is renowned. In 2013, Shelby became a Notary Public which allows her to notarize Morgan Stanley documents for our clients.

About Me

Mary Alice Dinerman, Wealth Management Associate and Assistant Vice President, started her investment industry career in 1977 and has held an array of impressive roles in various capacities.  As a member of The Bach Group at Morgan Stanley, Mary Alice’s primary function is the coordination of operational and administrative aspects of the client account and portfolio management.  Mary Alice has a Liberal Arts Degree from Katherine Gibbs School in New York.  She holds an Insurance License (Lic. # 0D14561) as well as the Series 7, 63, 65 and 3 licenses.

About Me

Caroline Langner, Client Service Associate, joined The Bach Group in 2018. Caroline’s main responsibilities within The Bach Group are to process operational requests and administrative aspects of client accounts. She is dedicated to upholding first class customer service for which The Bach Group is so well-known. Caroline graduated with a Bachelors of Business Administration, Finance, from Southern Methodist University in Texas.
From Our Team

Emily Bach Named to Forbes Magazines 2018 List of Americas Bestinstate Wealth Advisors


Investment and Market Perspectives

On the Markets

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.

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.

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
Financial Transition: A Guide for Women

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.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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Ready to start a conversation? Contact The Bach Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

3Morgan 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.

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.

5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

6Morgan 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.

7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

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.


CRC 2019752 10/2018