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Saturday, Nov 23, 2024

Valley 200 2023: Joseph Seetoo

Partner and Wealth Advisor, Morton Wealth

Seetoo is a wealth advisor and partner at Morton Wealth in Calabasas, which provides financial planning and investment management services. Seetoo is a chartered financial analyst and a member of the CFA Institute and the Los Angeles Society of Financial Analysts. He is a certified financial planner and certified exit planning advisor. He is president of the Conejo Valley chapter of the Exit Planning Institute. Seetoo was named Member of the Year this year by the Exit Planning Institute. He is involved in several nonprofits, and in 2018 he was given a service award from the Boys & Girls Clubs of Greater Conejo Valley for chairing a capital committee that raised $3 million.

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