Joe Seetoo, Cfa®, Cfp®, Cepa® Email & Phone Number

Joe Seetoo, Cfa®, Cfp®, Cepa® is a Wealth Advisor & Partner at Morton Wealth at Morton Wealth. He possess expertise in investments, asset allocation, wealth management, financial advisory, strategic planning and 2 more skills. Colleagues describe him as "I have known Joe since 2008 when we were both became members of a professional networking group in the LA area. Joe was smart, articulate and knew his stuff. Fast forward to 2019, I asked Joe to be a resource speaker for my Manufacturing Excellence company owner Strategic Advisory Board. Joe took the group through a case study of how one owner (and his family) created an exit strategy aligned with retirement planning. It was a fascinating story and Joe answered a number of questions that were raised. It became quickly apparent that Joe is far more than your typical wealth manager because of the intimacy that Joe and his team create and build with their prospects and clients. If you need a polished, professional speaker on the subject of exiting a business into the next chapter of life, please reach out to Joe." and "My firm has had an on-going relationship with Morton Capital Management in excess of 15 years several of which have been with Joe Seetoo. He is direct, to the point and knowledgeable about the marketplace. He leaves no doubt that his client's interests always come first. There is no hesitation in recommending him to our clients."

Listed skills include Investments, Asset Allocation, Wealth Management, Financial Advisory, and 3 others.

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  Randolph-Macon College

  Economics/International Relations