Murray has a passion for financial planning and sees it as a process that can profoundly influence and change the trajectory of people’s lives. He is optimistic and encouraging by nature and loves helping people who are interested in taking their lives to the next level. Outside of his time with family, Murray finds time for reading, golf, tennis, ice hockey and traveling.
In 2020 Murray was recognized as a Five Star Wealth Manager by San Diego Magazine.*
Murray’s professional designations and registrations include:
CFP® - Certified Financial Planning Practitioner
ChFC® - Chartered Financial Consultant
BBA - in Finance, Investments and Banking from the University of Wisconsin.
MBA - from Arizona State University.
Series 7, 66, registrations are held with LPL Financial, Licenses in: AZ, CA, IL, ID, MA, MN, MO, OR, VT, WI.
Life & Health Insurance licenses: CA Insurance License #0F02313
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 and 2020 Five Star Wealth Managers.
Pictured below: Murray's family in Europe.