
Morten Roness
Vice President & Wealth Adviser
SteelPeak Wealth
United States, California, Calabasas
About Me
Morten has an extensive background in the Securities and Insurance industries. His specialties include money management, insurance, financial and estate planning. He focuses on comprehensive wealth management where he serves the needs of his clients by creating, growing, protecting and preserving wealth in the way that is most advantageous in relation to taxes. Morten received his Bachelor degree in Business Administration from the University of Lund, Sweden in 1978 and his MBA from American Graduate School of International Management, Phoenix, AZ, in 1984. He has worked for some of the largest firms on Wall Street including Merrill Lynch, Wachovia Securities, Allstate and MassMutual Financi
Profile Information
Vice President & Wealth Adviser
SteelPeak Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Calabasas
California
United States
May 15, 2024
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