Empowering You to Live Your Best Financial Life

Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.

Trusted by:

NAPFA
Leadership San Ramon
Rotary International
CFP Board

Your Trusted Danville Financial Planner

Best Financial Life is run by Joe Morgan, a Certified Financial Planner (CFP®) with over 25 years of experience managing cash at major organizations including Silicon Valley Bank. He now focuses on families in the local community, providing personalized advice and unlimited meetings for a flat fee.

Joe specializes in uncovering and managing each client’s areas of financial struggle, including company stock, RSUs, mortgages, and more. With Joe’s unique free-based model, clients can fully understand their options before making important decisions without paying escalating fees.

Our Fiduciary Duty

Best Financial Life maintains a high-level of fiduciary responsibility. We are committed to providing the best advice according to our expertise, and will never accept commission from third-party entities. Our goal is to help you attain the comfort and success of financial fulfillment.

What We Do For You

Financial Planning

Whether you’ve just decided to open an investment portfolio, begun to save up for your first home, or want to reassess your finances after a divorce, Best Financial Life can help you plan for your present and future. We’ll create a personalized road map to get you where you want to be months and years from now.

Investment Strategies

We completely understand how overwhelming investment strategizing can get. With countless techniques and methods populating finance books and online resources, how do you know what’s best for your financial goals? Best Financial Life can help you single out the best strategies for your short- and long-term goals.

Retirement Planning

If you don’t feel your finances are in the best shape for retirement, we can help you age into your best financial life with dependable investment strategies that will last through your retirement.

Restricted Stock Units (RSUs)

Does your company’s employer compensate you with RSUS or company stock? We can help you understand how your RSUs work, when you should sell them, and how much you should keep in your account.

Are You Ready to Live the Financial Life You Deserve?

6-steps-to-financial-freedom-ebook

Find Confidence in Every Financial Decision You Make.

Your Guide to Understanding the Different Stock Awards Offered in the Tech Industry

Essential Company Stock Guide

Memberships & Associations:

CFA
XYPN
San Ramon Chamber of Commerce
Danville Area Chamber of Commerce

Subscribe to our Newsletter

You will learn how to build your Best Financial Life by receiving:

  • Our weekly blog, video and podcast that cover the same topic so you can learn however you prefer
  • Access to FREE events such as monthly webinars
  • Timely reminders about your Long-Term Portfolio Strategy