Partner, Wealth Advisor, Morton Wealth
Seetoo is a partner and senior wealth advisor at Morton Capital Wealth, based in Calabasas. For over 26 years, he has served as an advisor to business owners and high-net-worth families, offering comprehensive financial planning and wealth management services. He is a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Additionally, he is a certified financial planner, certified exit planning advisor and a member of ProVisors. He founded the Conejo Valley chapter of the Exit Planning Institute, which serves as a forum where advisors can collaborate to address the needs of the local community, develop educational programs for business owners, and better prepare owners for the successful exit of their business.