Meet your personalized team of CERTIFIED FINANCIAL PLANNER™ professionals, investment analysts, tax professionals, administrators, and operations professionals. Located in the Charleston, SC area with a foundation of over 30 years of experience, we are dedicated to helping you realize, prioritize, and achieve your financial goals.
Each member of our team brings unique strengths and backgrounds to the table. We are united through our inquisitive and creative nature as well as our passion to serve others. Meet Morris Financial Concepts.
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.