Tristan Kass - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Wealth Accumulation
• Risk Management

About

Tristan Kass is a financial advisor based in Santa Cruz, California, affiliated with Morgan Stanley. He provides a range of financial planning and investment management services tailored to meet the needs of individuals and families. Tristan focuses on helping clients navigate their financial journeys, offering guidance on retirement planning, wealth accumulation, and risk management. His practice is dedicated to serving the local community by delivering personalized financial strategies that align with clients' long-term goals.

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