Sol Morgan
Director of Client Experience
Specialty:
Sol works closely with Chris Kelly, CFP® and our clients to assist in developing a personal financial plan for each client household. Her goal is to evolve the financial planning process into a personable experience centered on our clients' beliefs, values, and objectives. She works with the team to build and maintain a relationship with our clients based on partnership and trust. She also enjoys producing educational events that help our clients stay current and informed.
Education:
Sol has an Associate of Business Administration from College of the Desert and a Bachelor of Arts in Business Administration concentration in Finance from California State University Fullerton. Sol completed the educational course work aligned with the Personal Financial Planning Board at California State University Fullerton.
Licenses:
Sol holds the California Life and Health Insurance License #4053949.
Family:
Sol believes that family is one of the most valuable things in life, and she enjoys visiting and spending time with her mother, two siblings, niece, and nephew.
Personal Interest:
Sol is a Toastmaster and belongs to the Orange County Financial Planning Associations. In her free time, she enjoys adventure, trying and learning new things. Her latest hobby is learning how to roller skate.