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Heath Seltzer, CRPC®, QPFC®
First Vice President, Financial Advisor, Senior Portfolio Manager, Family Wealth Advisor, & Executive Financial Services Director at Morgan Stanley
Heath Seltzer is a Family Wealth Advisor at Morgan Stanley, based in Los Angeles, California. He holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC®) and Qualified Plan Financial Consultant (QPFC®). With a career spanning since 2006, Seltzer specializes in comprehensive wealth management advice and retirement planning solutions tailored for families, businesses, and organizations.
In his role at Morgan Stanley, Seltzer is recognized as a First Vice President and Senior Portfolio Manager, where he focuses on creating personalized financial strategies to help clients achieve their long-term financial goals. His expertise encompasses various aspects of wealth management, including investment strategies and retirement planning.135
Seltzer's commitment to his clients is evident in his approach to developing customized financial roadmaps that address specific needs such as education funding and healthcare planning.4 His professional profile highlights a dedication to providing high-quality financial services, which has earned him recognition within the industry.25
