Yash Talreja

Financial Advisor

Contact Me
Yash Talreja

MY MISSION STATEMENT

Customized investment and financial strategies for clients like you

My Story and Services

My Story and Services

As your Financial Advisor, I 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 I can help you to preserve and grow your wealth. You will 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.

Services Include

  • Executive Benefit Services
  • Estate Planning Strategies
  • Executive Financial Services
  • Financial Planning
  • Fixed Income
  • Life Insurance
  • Sustainable Investing
  • Stock Option Plans
  • Stock Purchase Plans
  • Trust Accounts
  • Wealth Management
  • 401(k) Rollovers
  • Alternative Investments
  • Annuities
  • Business Planning
  • Defined Contribution Plans
  • Divorce Financial Analysis
  • Philanthropic Services
  • Planning for Education Funding
  • Retirement Planning

Securities Agent: CA, CO, GA, IL, NC, NJ, NY, TX, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1566219
CA License#: 0L46331


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

Location

Location

  • 4309 Hacienda Drive, Ste 200
  • Pleasanton, CA 94588


    Education

    Education

    • MS, Electrical Engineering and Computer Sc., University of California, Davis, 1989
    • B. Tech., Electrical Engineering, IIT Delhi, 1987
    • Workshop on Digital Enterprise & Strategic Marketing for the Technology Executive, MIT Sloan School of Management, 2011

    Associations

    Associations

    • Member, TiE Silicon Valley
    • Member, Institute of Electrical and Electronic Engineering
    • Member, Association of Computing Machinery
    • Member of the Organizing Committee, IIT Bay Area Alumni Assocation
    • Founding Member, Lean Agile Software Development Community
    • Founding Member, Smart Book Lovers
    • Founding Member, Amazing Amazonians (Networking Group of and for Current and Former Amazon Employees)
    • Founding Member, Eye Cue

    Events

    Events







    Wednesday, December 6, 2017

    Visit the Morgan Stanley table at
    BLOCKCHAIN TECHNOLOGY - HOW IT IS TRANSFORMING BUSINESSES
     
    6:30 PM - 9:30 PM  

    Monthly Speaker series by IIT Bay Area Alumni Association
    being held at
    Michaels at shoreline
    2960 N Shoreline Blvd
    Mountain View, CA 94043
    For more information and to get an invitation to attend the event as my guest, please contact me by email by clicking here.

    CRC1956364 

    Awards

    Awards

    • Non Resident Tution Fellowship, University of California, Davis, September 1987
    • National Talent Scholarship, NCERT, July 1983

    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

    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

    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

    Ready to start a conversation? Contact Yash Talreja today.

    Dow    347.51

    25309.99
    4:36PM

    Nasdaq    127.30

    7337.39
    5:00PM

    S&P 500    43.34

    2747.3
    4:36PM
    Market Information Delayed 20 Minutes

    This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures