Theresa Morrison
CFP®
Beckett Collective, LLC
Founder Partner
Theresa Morrison
CFP®
Beckett Collective, LLC
Founder Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Theresa Morrison, CFP®
Fee-Only. Fiduciary. Modern financial advice for every stage of your life. Providing coaching, planning, wealth and investment management for clients across the country and around globe. Helping you live your best life!
Meet Theresa Morrison
Theresa Morrison is a Tucson, AZ fee-only financial planner. Beckett Collective, LLC provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Theresa Morrison is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Theresa Morrison 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Theresa Morrison
Office Locations:
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PO Box 66081
Tucson, AZ 85728 -
PO Box 66081
Tucson, AZ 85728
