Our Team

Mr. Okawa is President of Quantitative Strategies, Inc. (QSI) and is one of the co-founders. Paul has been overseeing investment strategies in the investment industry for over 30 years. His experience includes Vice President of Planned Asset Management, a financial planning firm, overseeing asset allocation, trading and providing analysis, research & due diligence for the underlying investments. Paul has a B.S. Degree in Finance from California State University at Northridge. He has the designation of Chartered Financial Analyst and holds Series 7, 63, and 24 NASD licenses.

The Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures the competence and integrity of financial analysts. The CFA Program is a graduate-level self-study program that combines a broad-based curriculum of investment principles with professional conduct requirements. Candidates are required to pass three levels of examinations covering areas such as accounting, economics, ethics, money management and security analysis. Before a candidate is eligible to become a CFA charter holder, he/she must meet minimum experience requirements in the area of investment/financial practice. To enroll in the program, a candidate must hold a bachelor’s degree. 

Mr. Reiff co-founded QSI in 2001. He is president of Planned Asset Management Inc., a financial planning firm. Morrie has over 38 years of experience in the investment industry. Along with advisory and financial planning duties, Mr. Reiff has been often quoted in the Los Angeles Business Journal, LA Times and other trade publications and is a sought after speaker in the area. In 1995, the city of Los Angeles honored him with a proclamation for his charitable work. Mr. Reiff has a B.S. in Accounting from San Diego State University.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

* Certified Financial Planners must attain a bachelor’s degree (or higher) from an accredited college or university and have three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Certified Financial Planners must also complete a CFP-board registered program, or hold one of the following: CPA, ChFC, Chartered Life Underwriter (CLU), CFA, Ph.D. in business or economics, Doctor of Business Administration, or an Attorney's License.