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 loans. The discussion also focused on caring for aging parents and his new book, Generation Squeezed. You can watch the interview here.
If you’d like to learn more about Morgan, and his work helping people uncover fulfilling lives through financial principles, read about him here.
Morgan H. Smith Jr. IMBA CFP, who has been a fee-only financial planner for over 12 years, specializes in wealth management for successful families, business owners, retirement plans and institutions requiring a disciplined fiduciary process.
An Assistant Professor at the University of San Diego, Morgan has been a frequent speaker to many professional organizations and has appeared on CNBC, Fox Business New Live and is a founding member of the Strategic Trusted Advisors Roundtable.
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