Overseeing investments since 1983, Morris Financial Concepts builds portfolios based on the science of capital markets and decades of research. We use a dynamic implementation process integrating research and portfolio design, along with our direct management and trading. Our objective is to align your core values and life’s goals with your investments to create a portfolio that correlates with your personal needs and time frames.
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.