Michelle Peng - Morgan Stanley Financial Advisor

Business details

Category
Financial Services · Financial consultant, Investment service
Address
20400 Stevens Creek Blvd Ste 350, Cupertino, CA 95014
Phone
(408) 861-2177
Website
advisor.morganstanley.com
County
Santa Clara County

About

Cupertino and South Bay families turn to Michelle Peng - Morgan Stanley Financial Advisor for personal investment guidance that helps clients plan with confidence. We work with individuals and families across Cupertino and the South Bay to build investment strategies around their goals, timelines and comfort with risk.

Our services center on financial consulting and investment advice, with each plan reviewed as your circumstances change. We take the time to listen first, so every recommendation reflects what matters most to you.

Our approach is clear and patient, with plain-language explanations at every step so you always know where your money stands.

To learn more or start a conversation, visit our website or call our office.