Joe Morgan (CFA, CFP®)

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

  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Novice Investors

Planning Specialties

Joe is a member of the National Association of Personal Financial Advisors, XY Planning Network, the San Ramon Valley Rotary, and Leadership San Ramon Valley. Joe is also associated with the San Ramon Chamber of Commerce, Danville Area Chamber of Commerce, CFA Institute, and the CFP Board.

Additional Information

Originally from Texas, Joe has lived in the Bay Area for over 20 years.  In his spare time, you can find him on the tennis courts, hiking the trails in the East Bay, and spending time with his wife, Monique.

NAPFA Start Date

January 05, 2016


This Office

9000 Crow Canyon Rd Ste S177 Danville, CA 94506-1189 Phone: (925) 389-3889