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Life well planned.

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Personalized planning for your financial goals.

Your financial goals, aspirations and investment needs are just that — yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial planning and portfolio management based on your goals, your time frame and your particular tolerance for risk. We can provide you with the right combination of financial services, support and guidance that makes the most sense for you. We'll also be there to help you each step of the way in the pursuit of your personal financial goals.  

Uniquely positioned to help you.

With decades of experience, the Jeppson Wealth Management team is uniquely positioned to help you achieve your financial goals.


 Get to know Jeppson Wealth...

Michael Jeppson, CRPC® Photo

Michael Jeppson, CRPC®

Managing Director, Senior Portfolio Manager, Senior Wealth Advisor
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Michael is the Managing Director of Investments for Jeppson Wealth Management.   Michael  started his career with Merrill Lynch in 1985.  Michael has over 30 years of experience giving investment and financial advice to families and companies.  Michael is a Portfolio Manager, Financial Planner and Retirement Planner.   Michael  holds the Chartered Retirement Planning Counselor (CRPC®) designation.   Michael graduated from UCLA where he earned a Bachelor’s Degree in Economics and played for the UCLA rugby team.  Michael resides in Manhattan Beach with his wife, son, 3 daughters, two dogs, two cats, parrots, a seemingly ever-growing mix of other pets.  Michael is the coach for his daughters' soccer teams and softball teams has coached  his son’s football and wrestling teams.

Examinations

State Securities Law Exam
Series 65 - Uniform Investment Adviser Law Examination
Aug 3, 1992

Series 63 - Uniform Securities Agent State Law Examination
Nov 22, 1985

General Industry/Products Exam
SIE - Securities Industry Essentials Examination
Oct 1, 2018

Series 31 - Futures Managed Funds Examination
May 28, 1996

Series 7 - General Securities Representative Examination
Oct 19, 1985

Principal/Supervisory Exam
Series 10 - General Securities Sales Supervisor - General Module Examination
Jun 12, 2017

Series 9 - General Securities Sales Supervisor - Options Module Examination
May 11, 2017

Angie Duso Photo

Angie Duso

Client Services Manager
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Angie is a client services manager with over 30  years of securities industry experience. Angie helps clients understand their statements, transfer funds, open accounts, and will help clients with most of their administrative questions or problems. Angie can also help clients by taking orders to buy and sell securities in their portfolios, and assist clients who request research on securities they would like to study. Angie lives in Simi Valley and spends her leisure time spoiling her two grandsons and her four dogs (two pugs and two dachshund mixes).

Examinations

State Securities Law Exam
Series 63 - Uniform Securities Agent State Law Examination
May 23, 1996

General Industry/Products Exam
SIE - Securities Industry Essentials Examination
Oct 1, 2018

Series 7 - General Securities Representative Examination
Aug 25, 1995

Craig Morse, CRPS® Photo

Craig Morse, CRPS®

Client Services Manager
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Craig has been in the financial services community for over 27 years. He helps Jeppson Wealth Management clients with their administrative questions and needs and the execution of orders placed by Jeppson Wealth Management Senior Portfolio Manager Michael Jeppson.

Craig holds a Chartered Retirement Plans Specialists (CRPS®) designation. His diversified business experiences include owning and operating a major manufacturer of tanning equipment and having worked as a Hollywood director.

Craig is a private pilot, an avid scuba diver and holds a black belt in Kempo Karate. Craig has raised six children and is the proud "Grandpa" of four grandchildren. He lives in Manhattan Beach, California, with his lovely wife, Elaine, and their dog, Olive.

Examinations

State Securities Law Exam
Series 66 - Uniform Combined State Law Examination
Sep 28, 2010

General Industry/Products Exam
SIE - Securities Industry Essentials Examination
Oct 1, 2018

Series 31 - Futures Managed Funds Examination
Oct 15, 2010

Series 7 - General Securities Representative Examination
Sep 7, 2010

Connect with Jeppson Wealth.

We invite you to connect with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?