Stephan Morris, CFP<sup>&reg;</sup> - Financial Advisor

Stephan Morris, CFP®

Financial Planner

NM

2238 N Farragut St
Portland, OR 97217-6425
(607) 423-4632

General

Stephan Morris is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at NM in Portland, OR and the surrounding communities.

Financial Advisor Overview

I am passionate about helping people balance preparing for the future while enjoying the present. Most of my clients are either mid-career or approaching retirement, and many work in healthcare. I try to make our conversations fun and laid back while going deep into the important topics.

More

Financial Advisor Experience

I began my career in 2016 after ten years in education. When I completed my Certified Financial Planner Designation I switched from being a commission based advisor to a fee-based [planner.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: OR, WA, CA, MT, NY, PA
  • Fixed annuities: OR, WA, CA, MT, NY, PA
  • Variable annuities: OR, WA, CA, MT, NY, PA

Broker-Dealer Disclaimer

I work under the NM umbrella to simplify my business but I am not restricted in investment or insurance options.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs

More

Helpful Financial Planning Resources