Brooks Morgan| CFP®
- Financial Planning
- 401(k) Retirement/Pensions
- Tax Planning
- Asset Protection
- Estate Planning
- Charitable Giving
Our Other NAPFA Members
Austin, TX 78746
Brooks Morgan CFP® is the Compliance Officer and director of advisor support for WorthPointe. He is based in Austin, TX. Brooks works closely with the three custodians (Schwab, Fidelity, and TD Ameritrade) as well as WorthPointe’s technology providers. Brooks holds the Series 65 securities license. Learn more and/or Contact Brooks
Brooks Morgan CFP® is the Portfolio Manager and Lead Advisor for WorthPointe, providing clients with cutting-edge investment strategies as well as streamlining processes for effective wealth management. Brooks has created a following by connecting with wealthy professionals who share his passion for golf, understanding that while building a solid financial foundation is key to long-term growth, so is getting out on the green and focusing on one’s family.
He joined the firm in early 2011 and was quickly promoted to Compliance Officer and director of advisor support. Brooks addressed advisor and client inquiries,ensured the smooth execution of the various account maintenance tasks, as well as partnered with custodians and technology providers. Brooks is also WorthPointe’s Chief Charity Officer spearheading the firm’s Ronald McDonald House efforts in Austin. Brooks also holds the Series 65 securities license.
An Albuquerque, NM native, Brooks moved to Texas and graduated from the McCombs School of Business at the University of Texas at Austin. He is a member of the board of directors of The Financial Planning Association (FPA) of Austin. Brooks promotes financial responsibility in the Austin community by volunteering at Foundation Communities as a tax preparer for low-income households.
In his spare time, Brooks enjoys playing golf at Barton Creek Golf Club, participating in the active lifestyle of Austin, and spending time with family and friends. He is also a big fan of Major League Baseball and has seen every team play in their hometown.
WorthPointe is a fee-only financial planning firm built to support strong client-relationships, long-term financial planning, and act as an unbiased source of financial advice for business owners, executives, and their families. Our CERTIFIED FINANCIAL PLANNER™ professionals integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five-step process.
As a fee-only firm, you always know what you're paying for by laying out the precise nature of our financial planning services and how our strategies support your unique financial planning/wealth management goals. Our CERTIFIED FINANCIAL PLANNER™ professionals cater to a select group of high growth entrepreneurs and their families by providing client-centered advice and customizable strategies. To discuss partnering with one of our financial planners, contact us today.