President of Exit Planning Institute of Conejo Valley, Provisor Group Leader of Woodland Hills 1, Vice Chair Board of Governors for Boys & Girls Clubs of Greater Conejo Valley, Board Member of Water Buffalo Club, Member of North Ranch Country Club, Calvary Community Church
CFA(R), CFP(R), CEPA(R)
CFA(R), CFP(R), CEPA(R)Calabasas, CA
Mr. Seetoo is a Partner & Sr. VP at Morton Capital with 23 years of experience in providing wealth management for affluent business owners and HNW families. Prior to joining Morton Capital, he served as the Director of Investment Research for Georgina Asset Management, LLC, an SEC RIA located in Santa Monica, CA from September 2003 until July 2007 and as the Director of Operations from May 2000 until September 2003.
Married with 2 beautiful daughters, Selah and Sophia and our goldendoodle Abby. Our family is passionate about travelling, spending time together and giving back to the community. In my free time, I enjoy guitar, reading, travelling Brazilian Jiu Jitzu and working out.