Morgan R. Christen,  CFP<sup>&reg;</sup> - Financial Advisor

Morgan R. Christen, CFP®

Spinnaker Investment Group, LLC

4100 MacArthur Blvd., Suite 120
Newport Beach, CA 92660
FINANCIAL ADVISOR'S WEBSITE
(949) 396-6703

General

Morgan Christen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Spinnaker Investment Group, LLC in Newport Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 51, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth

More

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