Meet Joe Morgan, CFA CFP®
As a fee-only financial advisor with 25 years of experience at major organizations including Silicon Valley Bank, Joe Morgan provides clients with non-biased and personalized advice.
Joe uncovers each client’s areas of financial struggle and provides the knowledge, insight, and inspiration to address those pain points, including management of company stock, RSUs, mortgages, and more.
Our mission is to fill the gaps of traditional advising
Because most financial advice is product-based, there is an urgency by the advisor to close the deal and move on to the next client. However, Joe saw the opportunity for a more thoughtful approach—one that answered concerns of lifetime success versus optimization of a particular decision.
Joe provides clients with unlimited meetings and access for a flat fee. This allows clients to understand their options at every decision point, including risks and tax ramifications, before making important decisions without paying escalating fees as they go.
A recognized authority on financial clarity
A keynote speaker of the MedTech Conference and presenter on financial clarity, Joe is also a member of the National Association of Personal Financial Advisors, XY Planning Network, the San Ramon Valley Rotary, and a graduate of Leadership San Ramon Valley. Joe is also associated with the San Ramon Chamber of Commerce, Danville Area Chamber of Commerce, CFA Institute, and the CFP Board.
Your financial advisor: Joe Morgan, CFA CFP®
Originally from Texas, Joe has lived in the Bay Area for nearly 26 years. In his spare time, you can find him on the tennis courts, hiking the trails in the East Bay, and spending time with his wife, Monique.