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Morgen Rochard CFA, RLP
Morgen B Rochard, CFA, RLP®, is a financial advisor, author, podcaster, and founder of Origin Wealth Advisors LLC, a registered investment advisor. At Origin, Morgen focuses on driving personal con...view moreMorgen B Rochard, CFA, RLP®, is a financial advisor, author, podcaster, and founder of Origin Wealth Advisors LLC, a registered investment advisor. At Origin, Morgen focuses on driving personal connections and getting to the root of the financial success of her clients. This is a natural extension of her mission to help others live their most fulfilled, financially stress-free lives. Morgen has been named one of Investopedia's 100 Top Financial Advisors of 2020.
Morgen's approach is designed to help her clients find peace of mind with all aspects of their situation--financial and beyond. As a Registered Life Planner® her role is to help others truly live their passion. This framework helps clients explore what is most important to them, dive deeper into what they want to prioritize, and remove any obstacles that may get in their way.
Prior to starting her own practice, Morgen worked extensively with such notable financial heavyweights as UBS Financial Services and Merrill Lynch.view less
Books by Morgen Rochard CFA, RLP
Personal Finance QuickStart Guide: The Simplified Beginner’s Guide to Eliminating Financial Stress, Building Wealth, and Achieving Financial Freedom