Dax Fletcher
First Vice President, Financial Advisor @Morgan Stanley
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WORK HISTORY
First Vice President, Financial Advisor @Morgan Stanley
San Diego, CA, US
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EDUCATION
University of California, Santa Barbara
Bachelor of Science
ABOUT DAX FLETCHER
I provide more than just investments and asset management. I seek to provide answers to financial planning questions as well as tax-efficient solutions and road maps necessary to help achieve success. I focus on Goal-Based financial planning. In contrast to traditional financial planning, this method does not invest your assets based merely on risk tolerance, but identifies investment strategies that can help achieve their future goals. As a result, we strive to ensure our clients are not taking on unnecessary risk that could ultimately derail their future. Our clients include professionals and business owners, post-retirees needing tax efficient income, and people going through life-changing events such as divorce or the death of a spouse. NMLS# 12•••83 CA Insurance License #0D63063
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