Meet Louis Morgan, CFP®, CLU, ChFC, AIF®
Louis J. Morgan is a Senior Financial Advisor at Hanna Insurance & Financial Solutions and has been at the firm 10+ years. Prior to working at Hanna Louis held similar positions with Pacific Life and Charles Schwab. Louis has over 27 years of experience working in the Insurance and Financial Services Industry.
As a CERTIFIED FINANCIAL PLANNER™ CFP®, Louis has advised businesses and individuals in areas of investment management, tax planning, retirement planning and executive benefits throughout his career.
Louis enjoys building meaningful relationships with his clients in developing solutions to their financial Planning objectives. Louis is also an Accredited Investment Fiduciary and operates under the highest standard of customer care.
Louis and his wife Lisa live in Vallejo, CA and enjoy travel and fine dining.