Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Helping Achieve Your Definition of Success

Below are tools and resources for your convenience that may help in your financial journey.
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    Planning Your Financial Future
    Your financial goals and priorities will likely shift with time. To help prepare for the road ahead, ask yourself what matters to you and your family long term.
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    Financial Management Tools
    Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
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    Retirement Roadmap Tools
    The path to your ideal retirement may have some twists and turns, but smart planning can help you reach your destination. Where are you in your retirement journey?
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    Security Center
    Learn about how Morgan Stanley protects you through our security measures and how you can protect yourself online.
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Offers For Our Valued Clients

Clients with $1 million + in assets and liabilities at Morgan Stanley are eligible to enroll in the Reserved Living & Giving program. As a reserved member, clients will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
    About Reserved Living & Giving
    Learn about how much you can save with Reserved Living & Giving with complimentary perks.
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    Featured Offers
    Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment and more.
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    Insights
    Curated Insights and articles spanning such topics as Family, Lifestyle, Health, Planning and Giving Back.
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    Perks from Brands You Love
    Access offers from select partners in travel, automotive, retail, entertainment and more.
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Our Process

Our clients look to us for advice that includes their investments but goes far beyond to encompass business planning, investment management, lending strategies and other dimensions of their financial lives. That is why we employ a comprehensive financial planning approach that consists of the following steps:
    Step 1: Initial Call
    An initial call in which we’ll discuss what you hope to get from a relationship with us. We’ll ask you about your previous experiences with Financial Advisors or on your own. And we’ll discuss what you perceive to be your major objectives and potential obstacles to achieving them.
    Step 2: Discovery Meeting
    A discovery meeting in which we will take inventory of your finances and what you want your wealth to accomplish. We’ll identify your goals, attempt to quantify their cost, and determine whether you have the resources to achieve them within your required timeframe.
    Step 3: Plan Presentation
    A Plan presentation meeting in which we’ll present your financial plan and the strategies it suggests for filling any gaps between your goals and resources. Your plan will contain an asset allocation based on the size of those gaps and your risk tolerance.
    Step 4: Plan Implementation
    Plan implementation that involves bringing your plan to life. This may entail additional consultation with Morgan Stanley professionals who focus on business planning, lending strategies and other disciplines relevant to your situation. It will also involve the development of a personalized investment strategy.
    Step 5: Ongoing Evaluation
    Ongoing evaluation to help us determine whether you are proceeding toward your financial destination as anticipated. We monitor your performance on an ongoing basis and may alter our strategies to accommodate changing circumstances in your life or trends in the financial markets.
    Step 6: Next Steps
    If this sounds like what you need to help gain confidence in your financial life and you’re ready to explore what that could look like, let’s schedule a time for a 30-minute connection conversation.

Digital Resources for Clients

Access your financial world at your convenience.
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    Morgan Stanley Online
    Morgan Stanley Online (MSO) enables you to view your account activity, manage your everyday finances, and authorize transactions.
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    Total Wealth Tool
    You can now conveniently view your accounts from other financial institutions on Morgan Stanley Online giving you a complete financial picture.
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    The GIC Weekly
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
    MS Content
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    On the Markets
    Detailed Market commentary from Morgan Stanley's though leaders on topics such as global equities, fixed income, monetary policy and more.
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Location

609 Deep Valley Dr Ste 400
Rolling Hills Estates, CA 90274
US
Direct:
(310) 544-3600(310) 544-3600

Meet The VBJ Woo Group

About Me

Vincent Woo moved to Morgan Stanley March of 2025. Vinny has lead The Woo Investment Group with over 40 years of experience in helping his clients manage their investable assets and pursue their financial goals. He also served as the Branch Director overseeing RBC Wealth Management’s Palo Verdes, CA office. He was named to the firm’s Presidents Council, a prestigious award recognizing some of RBC’s top performers and most valuable advisors.

Prior to joining RBC Wealth Management in 2011, Vinny served as Managing Director of Corporate Cash Management at Oppenheimer & Co. for seven years, Director of the Corporate Client Group at Citigroup/Salomon Smith Barney for ten years and as Sr. Vice President at Kidder Peabody & Co. for thirteen years.

Vinny received his Bachelor of Arts in Economics from Harvard University, graduating Cum Laude. He also earned his Master of Business Administration in Finance from the University of Southern California, graduating in the top 5% of his class. He was originally raised in Boston, MA, and now currently resides in Palos Verdes Estates, CA with his wife Karen. They have two sons, Brian and Jonathan, and are proud grandparents. Vinny enjoys golfing and traveling (usually together), as well as spending time with his family.
Securities Agent: ID, MA, NV, DE, VA, WI, PR, OK, MD, FL, TX, MI, CO, LA, TN, NY, NC, CA, OH, NJ, CT, AZ, AL, PA, OR, HI, IN; General Securities Representative; Investment Advisor Representative

About Me

Brian Woo moved to Morgan Stanley March of 2025. Brian joined The Woo Investment Group in 2023. He served to bridge the generational gap for clients and ensure they have a wealth plan in place to prepare for whatever the future may hold. Brian brought with him over 7 years of risk management experience, working for one of the largest insurance brokerages in the world, Hub International. Prior to joining RBC, Brian has also worked at JP Morgan Chase and Bank of America Merrill, gaining valuable insight and experience in the investment industry. With this combined background, he’s able to identify his clients’ unique needs from a holistic point of view and then implement personalized strategies to best position them for financial success.

Brian was born and raised in Palos Verdes Estates and went on to earn his Bachelor of Arts in Economics at the University of California, Irvine. He and his wife Rebecca currently reside in the South Bay and are proud parents of their son Griffin. It’s also worth noting that their 10 lb. Maltipoo puppy, Bear, still loves filling the role as big brother. On their spare time they love to travel abroad to experience different cultures, play soccer/ golf and build true mental fortitude by continuing to support the Los Angeles Chargers season after season.
Securities Agent: TX, AZ, WI, TN, OR, WA, RI, NY, NV, NJ, VA, NC, IN, AK, PA, IL, FL, CA, MA, OH, ID, DE, AL, LA, CT, CO, PR, OK, MS, MD, HI; General Securities Representative; Investment Advisor Representative

About Me

AL, AK, AZ, AR, CA, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY; General Securities Representative; Investment Advisor Representative

About Roobina Yahya

Roobina Yahya moved to Morgan Stanley March of 2025. Roobina served as the senior investment associate of the Woo Group in the Palos Verdes office of RBC Wealth Management. Her responsibilities on the team included providing investment management administrative support, servicing clients, entering and executing trades, running and interpreting analytical performance reports, compliance management and providing research support.

Roobina brings over 19 years of financial services experience to the Woo Group. She began her career in 1999 at Morgan Stanley, where she served as an associate financial advisor for five years, servicing accounts in the Wealth Advisory Group and handling compliance. She then joined the Woo Group in 2004 as a senior financial associate.

Roobina received her Bachelor of Arts degree from Darmstadt University in Darmstadt, Germany and immigrated to the United States in 1989 with her family. She has passed her Series 7 and 63 exams and is an active member of the Women’s Association of Financial Advisors.
Wealth Management
Global Investment Office

Portfolio Insights

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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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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.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Taking Control of Your Finances After Death of a Spouse
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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.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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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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 VBJ Woo Group today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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Awards Disclosures
CRC 6491812 (04/2024)