Morgan Smith, IMBA, CFP®

YOUR FINANCES, YOUR TOTAL WELLBEING

To lead a fulfilling life, it’s not enough to just exercise, just eat well, or just meditate; true health comes from cultivating all of these practices. In the same way, Morgan believes that your financial life requires a carefully crafted holistic approach to ensure balance, wellbeing, and sustainability.  Everything is connected, and when you attend to each aspect of your financial life, you will see great results.

An experienced fee-only advisor who has been a financial professional for over 15 years, Morgan specializes in wealth management for physicians, families, business owners, retirees, those contemplating retirement, young and mature business professionals, and institutions requiring a disciplined fiduciary process. He greatly enjoys being on the WorthPointe team, whose shared values and vision makes coming to work like coming home. Morgan has accrued over 25 years of experience in leadership positions in finance, business development, and education. Through living and traveling abroad extensively, Morgan has unique perspectives and insights into the interrelationship between investments and successful investors.

Morgan graduated from the University of San Diego (USD) cum laude with a BA in computer science and was commissioned as an officer in the US Navy. After receiving his Naval Flight Officer wings, he was based out of NAS Miramar and made numerous deployments with Fighter Squadron 51 in the F-14A Tomcat on the USS Kitty Hawk, including combat operations in the Persian Gulf.

While an Assistant Professor of Naval Science at the University of San Diego, Morgan taught leadership, engineering, and weapons systems. He received an International MBA from USD and also holds the CERTIFIED FINANCIAL PLANNER™ professional credential. He has been a frequent speaker to many professional organizations and has appeared on CNBC and Fox Business New Live. He was the past President of the Mahabodhi Buddhist Charitable Organization and a founding member of the Strategic Trusted Advisors Roundtable.

Morgan is an accomplished musician and songwriter and has written and released five albums. He plays guitar, blues harp, and drums and has performed with a long list of well-known bands. When he’s not at work or in the studio, Morgan enjoys spending time with his wife and son and loves surfing, running, swimming, hiking, reading, and Brazilian Jiu Jitsu.