Morgan H Smith Jr., IMBA, CFP®
Morgan H. Smith Jr., IMBA CFP®PARTNER, FINANCIAL ADVISOR, AUTHOR
Morgan H Smith Jr. is a Partner with the firm, an author, speaker, and experienced financial advisor who has over 15 years of experience working with families and business owners.
He holds an International MBA from the University of San Diego (USD), is a CERTIFIED FINANCIAL PLANNER™ and holds a Certificate In Blockchain and Digital Assets.
Morgan is an F-14 Tomcat Naval Flight Officer military veteran with 150 aircraft carrier landings and was involved in combat operations in the Persian Gulf with Fighter Squadron 51. He also taught leadership and management and engineering systems as an Assistant Professor of Naval Science at the NROTC Unit at USD.
He was a caretaker for both of his parents who passed away. This experience inspired him to write his book “Generation Squeezed: A Holistic Guide to Taking Care of Aging Parents” to help others in similar situations.
Morgan has a firm belief in the values that have been the foundation for our country and has pursued a spiritual practice through formal meditative studies and practice.
In his spare time, Morgan enjoys activities with his wife and son that include Brazilian Jiu-Jitsu, hiking, surfing, and playing guitar.
CONSTITUTION WEALTH WILL HELPYOU INVEST IN YOUR VALUES
We give you the ability to invest in projects that align with your core values and the freedom to give to causes that you are passionate about. We want to empower you to make financial decisions based on your patriotic values through an intimate relationship built on mutual core beliefs. You reap the financial benefits for years to come when you decide to invest in your values.
You will maximize your financial gain and you won’t be ashamed about how you did it. At Constitution Wealth, we pride ourselves on helping you align your money with your values. You can invest in companies that support the same
causes you do. You don’t have to work with a wealth management team that is fundamentally misaligned with your value system!
Right now, your financial investments could be creating capital for values that you do not agree with. We want to give you the resources and guidance you need to start investing in your passions and beliefs. You have the ability to start creating political and economic change once you align your values with your financial portfolio. We don’t avoid talking about beliefs, we encourage it and want to foster your passions through wealth management.
