Joe Morgan, CFP®, CFA

Fee-Only CERTIFIED FINANCIAL PLANNER™ serving Danville, CA area and all surrounding areas.

Joe creates valuable, custom financial advice to families looking for financial clarity. His clients have a wide range of wealth, income, and investable assets. He feels privileged to act as advisor, educator, guide and protector of their wealth. He is passionate about what he does for people.

Joe believes that family financial challenges have always been an afterthought for Wall Street. “They don’t offer the services people need and they don’t engage with you,” he says.

He wants to help change things. In particular, he wants to end the destructive risks that people take as a result of false and misleading statements from the financial world.

He helps clients by offering them a balance. Between what they aspire to, the resources they have, and how much risk they can handle.

He started JWM Wealth Management after becoming a CERTIFIED FINANCIAL PLANNER™ (CFP®). He quickly learned that there’s a tremendous amount of value simply by having a clear understanding of the situation at hand. And, knowing the potential options for moving forward.

To learn a bit more, see Joe’s LinkedIn profile. Joe has also been featured in publications such as the Wall Street Journal, CNBC, GuideVine and Financial Advisor IQ. Please take a look at the links to read more.

Joe likes being a part of his local community and feels privileged to have been the Chief Investment Officer of a Silicon Valley Bank. Originally from Texas, he has lived in the Bay Area for over 20 years. In his spare time, you can find him on the tennis courts. Or, hiking the trails in the East Bay.