12/28/2023 0 Comments Hq address nimble san jose caSofya is a Financial Advisor, Certified Financial Planner, and a Chartered Financial Analyst for the 225 Group at Morgan Stanley. Source: (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21. He also has been recognized by Forbes in 2022 as a Best-In-State Wealth Advisor for California. Casey also takes the lead on developing tax efficient investment strategies for the team and is responsible for managing discretionary diversified portfolios.Ĭasey lives in the South Bay with his wife, Katianna, and their three children. His understanding of the intricacies and tax implications of ISOs, NSOs, RSUs and ESPPs are critical to his clients' long term success in their financial plan. His work with high level employees at prominent corporations in Silicon Valley focuses on comprehensive wealth planning around pre- and post- IPO transactions. We offer comprehensive answers to your questions and try to clarity and simplify financial complexities into cohesive plans.Ĭasey is an Executive Director and Senior Portfolio Management Director for the 225 Group at Morgan Stanley.Ĭasey designs and implements customized wealth management plans for high net worth individuals and families. Ĝorporate and executive buying programs.Lending against restricted and controlled stock.We can help you navigate the complex regulations around: Our team is knowledgeable and experienced in all aspects of equity compensation, from the general – long-term incentives, deferred compensation – to the specific and timely – stock options and restricted stock. We simplify your financial life, offering the best options with unbiased, objective advice. Every decision we make is focused on doing the right thing for you. Our team’s advanced portfolio titles and designations recognize our ability to provide you with a level of personalized portfolio management historically provided to meet the specialized needs, risk tolerance and investment goals of institutional clients. Depending on your situation, a better outcome may mean more tax efficiency, more diversification, more income or simply higher returns. It may also include alternative investments, which are a type of asset class that is not dependent on traditional financial markets and has the ability to achieve better outcomes with less volatility. We design your portfolio to respond to changing dynamics in financial markets, while making certain that it corresponds to changes in your life or evolving goals. It should reflect your current situation and create a powerful vision of your financial future. Your investment portfolio should consider the entirety of your financial needs. We want you to enjoy the wealth you are creating before, during and after you successfully exit your career. Our mission is to empower you to be confident in your financial decisions through education and understanding so you have options about your future, not obligations. Money, in and of itself, does not create the skills to manage it. The end result is a coordinated financial and investment plan, updated regularly, that helps meet your unique wealth management goals today and down the road. We believe it is our responsibility to be aware of the changes in our client’s lives so we can anticipate and respond strategically to new risks and emerging opportunities. The 225 Group is dedicated to helping affluent individuals and families define and achieve their long-term financial goals. They deserve-and expect -an advisory team who shares their vision, earns their trust and works diligently to help create a customized investment plan that seeks to ensure financial success, often over multiple generations. Our clients believe in the importance of building a long-term relationship with their financial advisor. Our primary goal for each client is a customized approach to wealth enhancement, wealth preservation and wealth transfer. Whether we’re helping a busy corporate executive develop an all-inclusive financial plan, assisting high-tech professionals with their equity compensation, working with successful families seeking to secure their financial dreams, or advising small business owners on how to protect their businesses while focusing on personal finances, The 225 Group is dedicated to helping our clients achieve financial success. Operating like a small, nimble boutique firm inside the confines of a large, global company, we aim to protect and grow what you have worked so hard to earn. Empowering clients to craft financial security in their lives is the underlying principle that drives The 225 Group and our team of professionals at Morgan Stanley.
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