Robert L. Brown, CFP

Financial Advisor, CERTIFIED FINANCIAL PLANNER

Contact Me
Robert L. Brown, CFP

MY MISSION STATEMENT

Helping you align your assets, goals and values and realize a successful retirement

My Story and Services

Welcome

As a Certified Financial Planner™ for more than 30 years, I believe in educating individuals and families about the importance of forming a financial plan and addressing challenges that the plan may uncover.  As a member of The Cregg Group, along with Roger Cregg, Mike Wang, and Titus Lobo, I strive to make planning for retirement and other long-term goals simple and interactive.

Integrating Social Security planning into a retirement income strategy is one of our areas of focus. Social Security is one of the least understood retirement sources and we enjoy presenting to groups to help them make the government’s retirement program work harder for them. We help pre-retirees identify and solve common challenges like income distribution and coordinating different retirement assets. We are good listeners who can appeal to the emotional side of a client’s wealth.

Through Morgan Stanley, we offer clients a wide choice of solutions and services to implement their financial plan and reflect their values. These include investments designed for growth, income and capital preservation including the firm’s Investing with Impact and Catholic Values portfolios. We also utilize insurance, annuities, estate planning tools, charitable giving and other specialized products appropriate for each client.

Services Include

  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Business Planning
  • Professional Portfolio Management
  • Asset Management
  • 401(k) Rollovers
  • Lending Products
  • Sustainable Investing

Securities Agent: AZ, CA, CO, CT, DE, FL, HI, ID, MA, MD, MI, NJ, NV, NY, OR, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1282631
CA License#: 0D88360


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

About Me

I was educated by the Benedictines at St. John's University and began my financial planning career after graduating from the University of Minnesota.  I have been helping Orange County residents with financial planning since 1991.  I am active in the local business community as a member of the Chamber of Commerce, Rotary Club, Moulton Niguel Water District Citizens’ Advisory Committee, Laguna Niguel Planning Commission, Orange County Audit Oversight Committee, and Orange Catholic Foundation Investment and Planned Giving Committees. I am also a past president of the Financial Planning Association (FPA) of Orange County, past member of the FPA’s National Ethics Committee and past chair of the Laguna Niguel Investment, Banking & Audit Committee.


Working With You

Working With You

We use a values-based approach to financial planning and believe a frank discussion of a client’s most important values is crucial to forming a successful financial plan. We launch new client engagements with an in-depth conversation of their values as well as the role and importance of money in their lives. We use these discussions to guide the financial planning process and leverage the analytical resources of Morgan Stanley to deliver a customized and comprehensive financial plan for every client.

We function as a client’s thinking partner, creating a safe and trusting environment to have the conversations where we think through challenges out loud and arrive at solutions to the issues most important to every individual.

Location

Location

  • 28202 Cabot Rd Ste 500
  • Laguna Niguel, CA 92677


    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    More From Morgan Stanley

    Ready to start a conversation? Contact Robert L. Brown, CFP today.

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