Morgen Rochard, CFA, CFP

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Morgen Rochard, CFA, CFP

Morgen Rochard is the owner of Origin Wealth Advisers LLC, a boutique, fee-only financial planning firm that specializes in helping families find financial freedom and pass it on to the next generation. Morgen is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Analyst and is currently working toward her Registered Life Planner® designation. Prior to founding Origin, she managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. She started her career in finance, trading for Trinity Derivatives Group as an equity options market maker and specialist. She also runs a podcast, called Money Owners Podcast, which focuses on money mindset.

January 2020

Jan
30
Thu

Wealth Management for Millennials

Over the coming years, millennials are expected to experience an unprecedented wealth transfer that will bring upon new opportunities and challenges. Continuing with our series focused on millennials, the Young Leaders and Private Wealth Management Group are proud to host “Wealth Management for Millennials”.

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Private Wealth Management, Young Leaders
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