Franklin Portillo
Morgan Stanley
Honolulu,
Hawaii
About
Company name
Morgan Stanley
Business title
Financial Advisor
Professional Profile
Call Me When
A business owner wants to exit their business and needs advice on how to maximize their after-tax proceeds, how to invest their proceeds to grow and generate income to maintain their lifestyle and how to do proper legacy planning.
Professions
Wealth Manager
Functional Expertise
Investments
Risk management
Exit/Transition Planning
Professional Certification
CFP®, CEPA®
Transition Planning Certification or Methodology
CERTIFIED EXIT PLANNING ADVISOR
Client Industries
Financial Services
Advisor Resource Relationships
EPI
Chapter information
Membership
Hawaii Sponsor
Member since
New Member
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2025 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2025 XPX Global LLC. All Rights Reserved.