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Jaime Morgan, CRPC
Financial Advisor
For 22 years, I have tailored investment plans to fit unique goals and needs and advised on strategies to help manage and reduce debt in a financially efficient manner.
I work with my clients to help them feel confident and supported by minimizing tax liabilities through strategic planning and offering guidance and support through financial and personal hardship.
I am your collaborator to help manage your uncertainties with a comprehensive, long-term plan to help roadmap your financial future.
From 2017-2024 I was recognized by Wells Fargo Advisors with the Platinum Council distinction.
Resident state: California
CA Insurance License #0H14769
*Wells Fargo Advisors does not provide legal or tax advice.
**The 2024 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2017-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Certificates
CRPC
eMoney Advisor®
A modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
Investment expertise and advice in an effort to help clients succeed financially
