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.
Other articles filed under Austin CFP Team Posts
October 18, 2017 - First a quick note, I’m honored to have been selected as a finalist for the San Diego Business Journal’s 2017 Veteran & Military Entrepreneur of the Year Awards. I’m honored to be in the company of some fine men and...
October 17, 2017 - I would like you to think about something. What is your biggest roadblock to being free from financial anxiety and uncertainty? You’re experienced. You’re knowledgeable. You have an idea of what you want and you have occasions where you are...
October 8, 2017 - 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...
September 18, 2017 - [embed]https://www.youtube.com/watch?v=gO5Gj-N9yg4&t=5s[/embed] “Mindfulness doesn’t do any good unless there’s discipline attached to it.” We became financial advisors first and foremost to provide our clients with fulfilled, happy lives. Austin Partner Morgan H. Smith discusses the important role that mindfulness plays in...
September 8, 2017 - The IRS has just announced some relief for certain verification procedures for those needing to take hardship loans and distributions from their qualified retirement plans due to Hurricane Harvey. In IRS Announcement 2017-11, the IRS lays out the rationale and...
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