Morgan Smith (CFP®, MBA)

Morgan Smith focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Morgan brings 20+ years of experience in leadership positions in finance, business development, and education. He has lived and travelled abroad extensively cultivating a unique perspective and insight into the interrelationship between investments and successful investors.

Morgan specializes in wealth management for high net worth private clients, charitable organizations, and investment plans requiring a disciplined fiduciary process. 

Morgan graduated from the University of San Diego cum laude with a B.A. in Computer Science and was commissioned as an officer in the United States Navy. After receiving his Naval Flight Officer wings, he was based out of NAS Miramar and made numerous deployments with Fighter Squadron Fifty One 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, he taught engineering and leadership and management to university students and received an International MBA. Morgan also holds the CERTIFIED FINANCIAL PLANNER™ credential.

Morgan 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 is a founding member of Strategic Trusted Advisors Roundtable San Diego.

Additional Information

NAPFA Start Date

November 13, 2013


This Office

6836 Bee Cave Rd. Suite 210 Austin, TX 78746 Phone: (800) 620-4232