Donald Fung - Morgan Stanley

Business details

Category
Financial Services · Financial consultant, Investment service
Address
2775 Sand Hill Rd Ste 120, Menlo Park, CA 94025
Phone
(650) 234-5124
Website
advisor.morganstanley.com
County
San Mateo County

About

Donald Fung - Morgan Stanley brings personal financial consulting and investment services to Menlo Park and the Peninsula. We work with individuals and families across the Peninsula who want clear, thoughtful guidance on building and managing their investments.

Our approach centers on understanding each client's goals, timeline and comfort with risk, then shaping a plan that fits their life. We focus on investment services designed to help you pursue long-term financial security with a steady, well-informed perspective.

We aim to keep communication straightforward, so you always know where your money stands and why each decision is being made.

To learn more about how we might work together, visit our website or stop by to start the conversation.