What in the world are those folks doing on Wall Street?

I worked deep in the weeds of finance over the last decade. I traded derivatives for a couple of years. I analyzed portfolio metrics and companies for a few more years. I worked for the past seven years with families to give purpose and vision to their money.

The lesson: personal finance does not have to be complicated. The best plans are simple. Simple does not mean it is easy. It’s more difficult and here is why:

We spend much of our lives looking for solutions to our problems. We think, “it can’t be that simple, for if it were, I would be doing that, and I would be successful!” We’re too smart for our own good. We want there to be complicated solutions. The simple ones force us to look inward and address what is happening on the inside.

I will help you arrive at that simple, elegant solution. You will learn to address your thoughts and feelings around personal finance. You will be more intentional with your money. You will make this a habit and a lifestyle, rather than a quick fix. I will support you in your goals and values.

You will be proud and confident.

Our process is different

You are extremely important to me. I want you to have everything you want. I want to help you have everything you want! I will encourage you to think bigger and will hold you accountable to your personal mission. I will be there for you every step of the way. I am here to help you maximize your success, not just throw a financial plan across the desk at you and send you on your way!

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Meet Morgen Rochard, CFA, CFP®, Founder of Origin Wealth Advisers LLC

Numbers Tell a Story

My parents always told me I was special when it came to numbers. At the age of 5, I had the longest number line in the class. By 8, I had my very first savings account with an old fashioned bank book. At 22, I took a job as an equity options trader and by 28 I was running my own financial planning practice. My practice is dedicated to helping families live their lives with less stress and more intentionality. I help you know your numbers inside and out: more math plus less drama equals a more productive you.

Education

• B.S., Boston University
• Chartered Financial Analyst
• CERTIFIED FINANCIAL PLANNER™ professional

Past Experience

• UBS Wealth Management, Senior Associate
• Merrill Lynch Wealth Management, Financial Analyst
• Trinity Derivatives, Equity Options Market Maker and Specialist