Catherine Morgan (CFP®, CPA)

Catherine Morgan focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Tax Planning
NAPFA Start Date
May 16, 2019