Trusted Financial Advisor

Mr Morgan R Christen CFP

Mr Morgan R Christen CFP

Spinnaker Investment Group, LLC

16755 Von Karman, Suite 200, Irvine, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$50,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Investment Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor