JOE SEETOO
Senior Vice President and Partner
Morton Wealth
Over Joe Seetoo’s 25 year career, he has been a leader as a trusted advisor to many high net worth families and business owners having sourced and advising on nearly $400 million during this time. He is a chartered financial analyst, a certified financial planner and a certified exit planning advisor. In 2020, Seetoo formed the Exit Planning Institute Conejo Valley Chapter and has acted as its president for the last four years. In 2023, he was named “Member of the Year” from among nearly 10,000 EPI members.
In 2023, Seetoo formed collaborated with the LABJ and the EPI to conduct the 1st State of Owner Readiness Survey in the greater Los Angeles area to understand how resilient and transition ready these businesses are. The survey which was completed by over 300 owners culminated in a white paper that was released earlier this year.
