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

NAPFA Start Date

May 16, 2019


This Office

10925 Crabapple Rd Roswell, GA 30075-3032 Phone: (470) 288-3377