Randy Morse, CFP®

Wealth Manager

Randy serves as a Wealth Manager, working closely with his clients and their families to establish and maintain comprehensive financial plans. Specializing in wealth accumulation and transfer allows him to focus his attention on what's most important to his clients: maximizing opportunities and reducing risk.  Randy covers all aspects of professional wealth management including investment management, retirement planning, estate planning, tax planning, risk management, employee benefits and education planning.

Randy brings over 25 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Randy spent the majority of his career with one of the country's largest investment firms. During that time, he worked with high net worth families, some of the nation’s largest 403(b) plans and was a mentor and coach to several planners throughout the nation.

Randy earned his Bachelor of Science degree in Business Administration from California Coast University. He is also a CERTIFIED FINANCIAL PLANNERTM professional as designated by the Certified Financial Planner Board of Standards.

Randy enjoys spending time with his two grown daughters, Sydney and Jordyn. While in the U.S. Marine Corps, Randy became a U.S. trained Navy Diver and he stills enjoys diving all over the world. Hiking, cooking and volunteering take up most of his free time, but he also enjoys a good movie from time to time.

 

650-441-0349

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