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 license and over 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets from 1993 to 2009. Outside of his advisory role, he is involved with Gold Mountain Holdings, LLC, serving as a board member. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves 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 employs a structured planning process supported by firm-approved tools and methodologies.

Alec Trujillo is a financial advisor at Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at J.P. Morgan Securities and spent three years at Superior Adas & Calibrations. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Christopher Ribe is a financial advisor at Morgan Stanley with 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015 and previously worked at Morgan Stanley from 2011 to 2012. Ribe holds Series 65 and Series 66 designations and is based in Irvine, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Bernd Klawunder is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm’s process uses structured discovery and advanced planning tools, managing approximately $2.74 trillion in client assets.

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 financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at TD Ameritrade, Charles Schwab, and 24 Hour Home Care. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and firm-approved methodologies but typically does not provide individual security recommendations as part of standalone planning.

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 with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Outside of his advisory work, he is associated with a business involving property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide 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 advanced modeling tools.

Greg Pitcher is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 2005 to 2009. Outside of his advisory role, he owns and manages Pitcher Pandemonium, a property management and real estate business in Mammoth Lakes, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various channels including its Financial Advisors and Estate Planning Strategies Group.

Mark Chew is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and worked at Citigroup Global Markets from 2007 to 2009. Chew’s tenure includes 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and approved tools to support clients in developing and implementing financial plans.

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.