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Partner, Financial Planner

Morgan Smith, who has been a fee-only advisor for over 12 years, specializes in wealth management for successful families, business owners, retirement plans and institutions requiring a disciplined fiduciary process. He has 20+ years of experience in leadership positions in finance, business development, and education, and he’s lived and travelled abroad extensively, cultivating a unique perspective and insight into the interrelationship between investments and successful investors.

Morgan graduated from the University of San Diego cum laude with a BA in computer science and was commissioned as an officer in the U.S. 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, including combat operations in the Persian Gulf.

As an Assistant Professor of Naval Science at the University of San Diego, Morgan taught engineering and leadership and management and received an International MBA. Morgan 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 is President of the Mahabodhi Buddhist Charitable Organization and a founding member of the Strategic Trusted Advisors Roundtable.

Morgan is also an accomplished musician and songwriter. He has written and released five albums and plays guitar, blues harp, and drums. He has played concerts with a long list of well-known bands.


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