Joe Morgan, CFP®, CFA® Best Financial Life

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About Joe Morgan, CFP®, CFA®

I am passionate about creating customized financial advice to individuals and families who seek clarity in their financial lives. My clients have a wide range of wealth, income, and investable assets and I am privileged to act as advisor, educator, guide and protector of their wealth.

Family financial challenges have always been an afterthought for Wall Street as evidenced by the lack of appropriate services and an unwillingness to engage on a personal level. I want to end the destructive risks that come from false and misleading statements that come out of the financial world by providing guidance that allows you to make your best financial decisions.

To do this, I started Best Financial Life after earning the Certified Financial Planner (CFP®) designation. Quickly, I found a tremendous amount of value is created by simply having a clear understanding of the financial situation at hand and the potential options for moving forward.

For more information on my background, take a look at my LinkedIn profile and the Wall Street Journal article discussing how I helped clients navigate the 2008 financial crisis. At the time, my clients avoided a messy situation and potential significant losses that caught many corporate and individual investors by surprise.

And I did it by simply doing my homework, educating my clients, and refusing to bend my principles.

After being the Chief Investment Officer of Silicon Valley Bank for ten years, it is a joy to spend all of my time in the local community. Originally from Texas, I have lived in the Bay Area for over 20 years. In my spare time, you can find me on the tennis courts or hiking the trails in the East Bay.

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Ideal Clients

  • Baby Boomers
  • Dual Income Family
  • HENRY (High Earners, Not Rich Yet)
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $291+/mo
  • Quarterly Fee: $875+/qtr
  • Flat Fee: $3,500+/engagement
  • AUM: 0.50%

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