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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