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Pm Paul D.J. Morgis, CFP®, Ch FC, MBA


CERTIFIED FINANCIAL PLANNER™ professional

Practice Details

Years in Financial Planning:     20 years

Practice Established:                1989

Client Profile:                      No typical profile.   Each client is unique and will be structured based on each client's specific needs, lifestyle and goals.                                                                                

Practice:                              Comprehensive Financial Planning

Designations:                     CFP, Ch FC

Memberships:                    Financial Planning Association / CFP® Board of Standards

Other Interests:                 Golf, Staying Fit, Family, Reading, Friends

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