Irvine, CA Main Street Office

Adrian Zuloaga is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Irvine, CA. His prior experience includes roles at Wells Fargo Clearing and Lincoln Financial Advisors. Outside of advisory work, he is the sole proprietor of Desert Saguaro Holdings LLC, a property management business. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Richard Goldenberg is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 63 designation and 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also involved as a board member and co-owner in investment-related real estate activities through Gold Mountain Holdings, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Alec Trujillo is a financial advisor at Morgan Stanley in Irvine, CA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities and was employed at Superior Adas & Calibrations for three years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its advisors and specialized estate planning group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

Christopher Ribe is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its financial planning process.

Bernd Klawunder is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Michael Yu is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Sino-World Acquisition Group, and J.P. Morgan Securities. Outside of his advisory role, he serves as an officer for Vice Apparel, a retail and online store based in Irvine, California. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and supports both direct client relationships and corporate financial planning agreements.

Paul Loduca is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers various financial services through its broad platform.

Karen Roberts is a Series 66-licensed financial advisor with 13 years of industry experience. She currently works at Morgan Stanley, joining the firm in 2023. Her prior roles include positions at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and 24 Hour Home Care. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and comprehensive investment approaches, serving clients through tailored financial plans and Corporate Financial Planning agreements.

Qingyu Yang is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at Citibank and Citigroup before joining Morgan Stanley Private Bank in 2023. Yang holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Irena Hsiao is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank, Raymond James & Associates, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers a range of investment and planning products.

Peter Feibleman is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Greg Pitcher is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 credential and over 20 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2005. Outside of his advisory work, he is involved in managing a property management business in Mammoth Lakes, California. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through both direct and employer-sponsored plans.

Mark Chew is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Cameron Shirangi is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and having one year of industry experience. Prior to joining Morgan Stanley, he has worked in various roles including positions at universities such as the University of Southern California and the University of Hawaii Manoa, as well as running a business called Self Identity Charms LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning solutions supported by structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Susan Bordeaux is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held positions at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Bordeaux holds the Series 66 designation and is based in Irvine, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.