Download garrett r. morgan, cfp

GARRETT R. MORGAN, CFP ®
President & CEO
CLARITY. VISION. VALUES.
Garrett R. Morgan, CFP®
President & CEO
Garrett Morgan has been in the financial services industry since 1996 and is a
CERTIFIED FINANCIAL PLANNER™ professional. Prior to founding
Fountainhead Wealth in 2005, Garrett worked as a financial advisor for a large
multi-national corporation, where he focused on financial and investment planning.
Between 2002 and 2005, Mr. Morgan gave dozens of presentations and lectures and
completed more than 400 financial plans for members of the California Public
Employees Retirement System (CalPERS).
Garrett is a graduate of the Financial Planning curriculum at Boston University, having
completed the 2 year program in only 7 months. He is also a graduate of the Life
Underwriter Training Council in the areas of Estate Planning and Business Continuity.
Mr. Morgan has also studied at the Heartland Institute for Financial Education
and The Institute for Business and Finance. He holds FINRA series 7, 66, 63 and
24 licenses.
1451 River Park Drive
Suite 142
Sacramento, CA 95815
TEL 800.661.5189 x102
FAX 888.543.6943
EMAIL
[email protected]
WEBSITE
www.fountainheadwealth.com
Garrett has a great love for the outdoors, music and most of all his family. He lives in
Sacramento, CA with his wife Christina and his 3 children Ashley, Jackson and Aidan.
He is the author of the Fountainhead Wealth whitepaper “Wealth Actualized – The
Pursuit of the Actualization of Wealth”.
EDUCATION, LICENSES & DESIGNATIONS
• CERTIFIED FINANCIAL PLANNER™ professional
• Board Certified in Estates (IBF)
• Advanced Estate Planning (LUTC)
• Advanced Business Continuity (LUTC)
• FINRA Series 7, 66, 63 and 24
PRACTICE AREAS
• Financial Planning
• Investment Analysis
• Portfolio Management
• Alternative Investments
• Estate Planning
• Tax Planning
1451 River Park Drive Suite 142 Sacramento CA 95815
For a map to our office: fountainheadwealth.com/map
GARRETT R. MORGAN, CFP®
President & CEO
CLARITY. VISION. VALUES.
WHY CHOOSE US?
What does wealth mean to you? We’re on a quest to help every individual and family
we serve answer that question for themselves. Our mission is to help those we serve
find the most essential meaning behind their pursuit of greater financial success, and
for that pursuit to be driven by their passion and their purpose.
At the heart of the pursuit is the belief that values matter. In fact, they not only matter
but are the inviolate elements that are our reason for being.They shape and guide
everything that we do and bring significance to our lives.
WHAT WE BELIEVE
When you begin to see money and the accumulation of wealth for what it is and was
always meant to be, the reaction can often be profound, even emotional. Many have
found this process to be the turning point in their financial lives and the beginning
of journey where they are in control.This process is different; it has to be.
If we treat money like what it is, a source of energy, we begin to understand how
wealth is manifest and multiplied. Energy of any kind demands constraint. Financial
energy is a brilliant servant and a lousy master. By converting our human capital into
financial capital, our financial capital into abundance, and that abundance into the
fulfillment of our most treasured principles, we change not only our path, but our
life and the lives of those most important to us.
HOW WE INSPIRE
We will never get caught up in trendy ideas or fads.We use time-tested strategies to
help guide and shape our clients’ financial lives.We believe that discipline and diligence
are the paths to success. Our interaction with our clients is based on the fundamentals
of long term planning and is always centered upon what matters most to them.
Clarity of thought, clarity of purpose, decisive action; our team is committed to
delivering the highest level of financial advice and providing unparalleled service.
We serve the higher purposes of our clients, their families and their causes.
Financial advisors offer advisory services through Cambridge Investment Research Advisors, Inc., a SEC Registered Investment Advisor. Registered representatives offer
securities through Cambridge Investment Research, Inc., a registered Broker/Dealer, member FINRA/SIPC. Tax services provided by Fountainhead Wealth, Inc.
Fountainhead Wealth, Inc. and Cambridge are not affiliated.
CA Insurance License #0B94119
1451 River Park Drive Suite 142 Sacramento CA 95815
For a map to our office: fountainheadwealth.com/map