Brooks Morgan
CFP®
Worthpointe
Portfolio Manager and Lead Advisor
Brooks Morgan
CFP®
Worthpointe
Portfolio Manager and Lead Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brooks Morgan, CFP®
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
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.
Brooks Morgan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brooks Morgan is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brooks Morgan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brooks Morgan is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Brooks Morgan
Office Locations:
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3863 Bee Cave Rd
Suite 210
Austin, TX 78746
