Rob Radecki, CFP®, FPS - Morgan Stanley - Bellevue, Washington

Introduction to Rob Radecki, CFP®, FPS - Morgan Stanley

In the heart of Bellevue, Washington, Rob Radecki, CFP®, FPS brings his extensive financial expertise to clients through Morgan Stanley. With a commitment to personalized service and a client-centric approach, Radecki helps individuals, families, and businesses navigate the complexities of the financial world. Let's delve into the main services, location, and unique features of his practice.

Main Services

• Financial Planning: Radecki offers comprehensive financial planning services, tailoring strategies to each client's unique goals and circumstances. This holistic approach encompasses retirement planning, estate planning, tax management, and more.
• Investment Management: With access to Morgan Stanley's robust research capabilities, Radecki provides strategic investment management, helping clients grow and preserve their wealth. He offers a range of investment strategies, including discretionary portfolio management and advisory services.
• Retirement Planning: Whether you're approaching retirement or already enjoying it, Radecki helps clients optimize their retirement savings and create sustainable income streams. He addresses key concerns such as market fluctuations, tax implications, and longevity risks.
• Business Services: Radecki works with business owners to develop strategies that align with their personal and professional objectives. Services include business succession planning, executive compensation, and employee benefit programs.
• Private Client Services: For high-net-worth individuals and families, Radecki offers a suite of specialized services, including trust and estate planning, philanthropy, and wealth transfer strategies.

Location and Access

Rob Radecki's office is situated in the heart of Bellevue, Washington, at 500 108th Ave NE, Unit 1900. This prime location offers several advantages:

• Convenient Accessibility: The office is easily accessible from major thoroughfares such as I-405 and WA-520, and is just a short drive from downtown Bellevue and the Eastside's other key business districts.
• Parking: Complimentary parking is available in the building's garage, with accessible spaces on the first level. Valet parking is also offered for clients' convenience.
• Public Transportation: The office is conveniently located near several bus stops served by King County Metro and Sound Transit, making it easily accessible via public transportation.

Featured Characteristics

Radecki's practice stands out for several unique features that set it apart:

• Certified Financial Planner (CFP®) and Fellow of Professional Standards (FPS): Radecki's CFP® certification attests to his rigorous, comprehensive financial planning training, while his FPS designation reflects his commitment to upholding high ethical and professional standards.
• Wealth Management Experience: With over two decades of experience in wealth management, Radecki brings a deep understanding of the financial markets and a proven track record to his practice.
• Morgan Stanley's Resources: As part of Morgan Stanley, Radecki benefits from the firm's extensive resources, including global research capabilities, innovative technology, and a wide array of investment products.
• Personalized, Client-Centric Approach: Radecki takes pride in building lasting relationships with his clients, understanding their unique needs and goals, and tailoring strategies to help them achieve their financial objectives.

Practical Information

For those considering scheduling a meeting with Rob Radecki, here's some practical information:

• Contact Information:
  • Address: 500 108th Ave NE, Unit 1900, Bellevue, WA 98004, United States
  • Phone: 425-436-2653
  • Website: advisor.morganstanley.com
• Office Hours: Monday through Friday, 8:30 AM to 5:00 PM (closed on weekends and major holidays)
• Accessibility: The office is wheelchair-accessible, with dedicated parking, an accessible entrance, and a wheelchair-accessible toilet.
• Appointments: Appointments are recommended, and can be scheduled by phone or through the Morgan Stanley website.

While there are no reviews available for Rob Radecki's practice on Google My Business, it is essential to mention that, as a financial professional, he is bound by strict confidentiality agreements with his clients. This commitment to privacy may contribute to the lack of public reviews. However, his extensive experience, industry certifications, and affiliation with Morgan Stanley speak to the high quality of service he provides.