Advisor Information
Morgan Smith Jr
Based In:
Serving Clients in these States

An experienced fee-only advisor who has been a financial professional for over 15 years, Morgan specializes in wealth management for physicians, families, business owners, retirees, those contemplating retirement, young and mature business professionals, and institutions requiring a disciplined fiduciary process. Morgan graduated from the University of San Diego (USD) cum laude with a BA in computer science and was commissioned as an officer in the US 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 on the USS Kitty Hawk, including combat operations in the Persian Gulf.While an Assistant Professor of Naval Science at the University of San Diego, Morgan taught leadership, engineering, and weapons systems. He received an International MBA from USD and also holds the CERTIFIED FINANCIAL PLANNERâ„¢ professional credential and is a member of the National Association of Professional Financial Advisors (NAPFA). He authored the book “Generation Squeezed: A Holistic Guide For Taking Care of Aging Parents.” He has been a frequent speaker to many professional organizations and has appeared on CNBC and Fox Business New Live. He was the past President of the Mahabodhi Buddhist Charitable Organization and a founding member of the Strategic Trusted Advisors Roundtable.