posted on October 8th 2017 in Austin CFP Team Posts & San Diego CFP Team Posts with 0 Comments /

Morgan Smith has been named a finalist for San Diego Business Journal’s Military & Entrepreneur Awards. This new awards program and educational conference will be held at the Hyatt Regency La Jolla at Aventine, 3777 La Jolla Village Drive, on Wednesday, October 25, 2017.

He has taught engineering, leadership and management as an Assistant Professor of Naval Science at the University of San Diego. He is President of the Mahabodhi Buddhist Charitable Organization and a founding member of Strategic Trusted Advisors Roundtable, a San Diego networking group. Morgan also participates in the Windansea Surf Club’s Annual Day at the Beach benefiting children of homeless families residing at Father Joe’s St. Vincent De Paul Shelter.

Morgan is known for his unique approach to financial planning which is informed by his mindfulness practice and his experience in the military. The WorthPointe community is lucky to have such a knowledgeable and dedicated colleague and advisor. To get a taste of Morgan’s insight, read his blog posts.

about the author: Morgan H. Smith Jr. IMBA CFP®

Morgan Smith Jr. IMBA, CFPMorgan 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.

Learn More and/or Contact Morgan

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