Heath Seltzer, CRPC®, QPFC®

First Vice President, Financial Advisor, Senior Portfolio Manager, Family Wealth Advisor, & Executive Financial Services Director at Morgan Stanley

Heath C Seltzer is a seasoned financial professional at Morgan Stanley with extensive experience in wealth management and retirement planning. He holds several important positions and certifications:

Professional Roles

First Vice President
Financial Advisor
Senior Portfolio Manager
Family Wealth Advisor
Insurance Planning Director
Executive Financial Services Director

Certifications and Education

Heath is a Chartered Retirement Planning Counselor (CRPC®) and a Qualified Plan Financial Consultant (QPFC®).1 He graduated from the University of Southern California with a B.S. in Political Science and a minor in Business in 2006.1

Career and Expertise

Heath began his career at Morgan Stanley immediately after graduating from USC. Since 2006, he has been providing comprehensive wealth management advice and retirement planning solutions to families, businesses, and organizations.1 His approach to wealth management is holistic, focusing on long-term planning, ongoing client communication, and financial education.

Client Education Initiatives

One of Heath's notable contributions is his "Monthly Investment Perspectives" series, where he provides timely market updates, investment resources, and financial education to his clients.1

Community Involvement

Heath is actively involved in various community organizations, including:

Special Olympics
Mario Danelo Scholarship Fund
Frostee's Challenge
Los Angeles Food Bank
World Vision
Habitat For Humanity
Foundation for His Ministry

He also participates in three USC mentorship programs, working with MBA candidates, undergraduate students, and those interested in public policy and development.1

Personal

Originally from the Bay Area, Heath now lives and works in Los Angeles. In his spare time, he enjoys traveling, hiking, fishing, reading, and participating in triathlons.1