Calabasas, CA Calabasas Road Office

Morris Symson is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Kestra since 2014 and also serves as a consultant and portfolio manager for Pacific Point Asset Management, an independent RIA where he provides client advisory services and portfolio management. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, supporting independent advisor decision-making with access to multiple platforms and in-house and third-party solutions.

David Yee is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 63 credential and bringing 31 years of industry experience. He has been with Kestra and its affiliated firm, KESTRA Investment Services, LLC, since 2012. Outside of his advisory role, he serves as an officer for Malama Investments, Inc. and Pacific Point Asset Management, both of which involve registered representative activities and investment advisory services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of advisory and financial planning services with access to multiple investment platforms and third-party solutions.

Jeffrey Mramor is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 26 years of industry experience. He has been associated with Kestra Private Wealth Services since 2012 and Kestra Investment Services since 2014. Mramor is also an officer and consultant at Pacific Point Asset Management, an independent registered investment advisory firm. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities. The firm offers a range of advisory services such as advisor-managed portfolios, financial planning, wrap-fee programs, and 529 plan advisory, utilizing multiple platforms and investment options.