NAPFA Advisor Magazine Showcases WorthPointe’s Story

posted on November 12th 2020 in WorthPointe News with 0 Comments

Downtown San Diego Skyline Buildings At Sunset

The Practice Profile in the September 2000 issue of NAPFA Advisor features WorthPointe, courtesy of an interview with COO Allison Blake. The wide-ranging piece, titled “It’s a great place to be,” showcases the firm’s investment approach and unique corporate culture, which supports team members personally and professionally. It also highlights the fact that WorthPointe was […]

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Financial Advisor Magazine’s 2020 RIA Ranking Has WorthPointe at #416 of 715 firms

posted on November 5th 2020 in WorthPointe News with 0 Comments

San Diego, California, USA downtown skyline.

Financial Advisor magazines’s 2020 RIA Ranking is out—ranking 715 registered investment advisors based on their year-end 2019 assets under management. WorthPointe is found in the asset category of $500 million to less than $1 billion, at nearly $624 million, landing at #416.  Another statistic provided—22.76 percent growth in assets per client—is a point of pride […]

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Independent Advisors: Do You Have Freedom Or Are You Drowning?

posted on October 30th 2020 in Newsletters & WorthPointe News & Your Financial Advisor with 0 Comments

By Allison Blake Many financial advisors have their reasons for going solo. They want to maintain control of client relationships, be their own boss, and increase their earning potential. But somewhere along the way, the excitement wears off. Things get complicated. The tedious task of running your own business sinks in, and you begin to […]

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The Morgan Report Q3 2020 Review – Get Your FAANG’s Out?

posted on October 14th 2020 in Market Commentary & San Diego CFP Team Posts & WorthPointe News with 0 Comments

Up view in financial district, Manhattan, New York

Our experiences are not only, by definition, our lives; they shape our outlook on our future potential and everything around us. Recent negative experiences can hold us back from achieving those things we want to accomplish in life—sometimes temporarily, or even for a lifetime.  Conversely, recent positive experiences might cause us to be overexuberant, and […]

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Expert Strategies For Tackling Your Student Debt

posted on July 21st 2020 in WorthPointe News with 0 Comments

Business people discussion and summary financial information at meeting.

How much do you own? And what’s your plan for paying it back? Student debt is in the news almost daily. However, when Robert Farrington started his blog,, the topic felt personal. But as he started talking about his journey, he realized he wasn’t alone. In this episode of “The John Chapman Show,” Robert […]

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Safety & Opportunity: Investing In The COVID-19 Era

posted on June 23rd 2020 in WorthPointe News with 0 Comments

A video featuring WorthPointe advisor Morgan Smith and Apollo Lupescu, VP of Dimensional Fund Advisors, focuses on issues that may be on investors’ minds as the pandemic continues. “Safety & Opportunity: Investing In The COVID-19 Era” touches on macro issues (the big picture), safety, and opportunities. The pair talks at length about why there seems […]

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Get to Know Doug Bolles

posted on June 5th 2020 in WorthPointe News with 0 Comments

Portrait of Doug

We are pleased to welcome Doug Bolles to the WorthPointe team. Doug brings years of experience and a commitment to client service to our firm. He’s a natural fit for WorthPointe, and we look forward to you getting to know him, too.  Tell us a little about yourself. I’ve lived in East Texas for about […]

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Hear From Morgan About Caring For Aging Parents

posted on May 27th 2020 in WorthPointe News with 0 Comments

closeup of an old caucasian man and an old caucasian woman sitting in a couch holding hands with affection

The University of San Diego Alumni Association has been creating a series of video interviews with alumni about how COVID-19 is impacting their lives, careers, the job market and more. Recently, the association spoke with Morgan Smith, IMBA, CFP®, a financial advisor at WorthPointe, a registered investment advisor, about the financial planning profession and student […]

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