Morgen Rochard CFA CFP® RLP®
AUTHOR

Morgen Rochard CFA CFP® RLP®

Money & Finance
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Morgen B Rochard, CFA, RLP®, is a financial advisor, author, financial coach, and founder of Origin Wealth Advisers 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. Prior to starting her own practice, Morgen worked extensively with such notable financial heavyweights as UBS Financial Services and Merrill Lynch.
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