Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
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 appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
Wealth Management Process
DISCOVER Our relationship begins with a thorough understanding of your immediate needs, priorities and goals. We’ll discover details about your credit and basic finances and help you take precautions to maintain credit and preserve assets.
CREATE We develop a tailored roadmap to begin to help you rebuild your wealth and achieve the outcomes you seek. We’ll identify the strategies to help you: • Plan for retirement • Provide healthcare protection for yourself and your children • Revise your estate plan
ACT Next, we help you implement the strategies we formulate together, taking into account special circumstances, such as alimony, child support and tax consequences of selling large assets like your home.
ADJUST Achieving your goals requires vigilance and flexibility. We help monitor your progress and make adjustments as life evolves, markets and tax laws shift and priorities change.
Portfolio Management
Our Advice Adds Incremental Value in Distinct Ways
In addition to leveraging the recommendations of the Global Investment Committee and our deep bench of analysts and economists, we add incremental value through the utilization of distinct investment strategies.
Client Centric Approach
Manage Your Financial Life & Beyond
Reaching your goals often involves going beyond investment advice—we provide a wide array of offerings and services centered on you and customized to help meet your needs, and provide access to specialists to help pursue specific goals.
GPS
Goals Planning System
Life is big. Let's plan for it.
Our Goals Planning System (GPS) is an innovative platform that aligns your investments with your goals.
1. Discover and quantify your goals
2. Advise on an investment process to meet your needs
3. Implement a tax-efficient approach
4. Periodically track progress
In a world that constantly changes, you need a tailored wealth plan that can evolve with you. We are here to bring clarity and focus on what matters most to you.
We first work with you to determine your goals and outline your financial portrait, and then advise you on a plan customized to your specific goals. We then periodically track your progress as you move through life, helping you adjust when necessary.
Securities Agent: PA, NY, NH, KS, OR, NJ, MT, NE, NM, CO, HI, GA, DC, OK, NV, MD, UT, OH, CA, AZ, VA, SC, NC, MA, FL, CT, WA, IL, VT, TX; General Securities Representative; Investment Advisor Representative; Managed Futures NMLS#: 1253166
Contact Kevin Danni
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
Peter Barash
Private Banker
About Peter Barash
Peter Barash is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Peter began his career in financial services in 1984, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Private Banking Specialist at U.S. Bank.
Peter is a graduate of Columbia University, where he received a Bachelor of Arts in Economics and Comparative Literature. He holds an MBA from the University of Southern California. He lives in Glendale, California with his family. Outside of the office, Peter enjoys, hiking, playing bass guitar and reading.
NMLS#: 799189
Wealth Management
From Our Team
2024 Global Macroeconomic Outlook: Central Banks Look for ‘Just Right’ on Rates
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.
Family
Creating customized financial strategies for the challenges that today’s families face.
Taking Control of Your Finances After Death of a Spouse
Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
Donor Advised Funds: A Smart Way to Manage Your Giving
There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Finizio Danni Group today.
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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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