Morgen Rochard, CFA, CFP® – Financial Planner at Origin Wealth Advisers LLC, Financial Coach at Money Owners LLC
Morgen is a financial planner and the founder of Origin Wealth Advisers. Origin is an independent, fee-only practice dedicated to helping families align their finances with their life goals. Morgen is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst. Prior to founding Origin, she managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. She started her career in finance, trading for Trinity Derivatives Group as an equity options market maker.
She is also a financial coach and runs a podcast, called Money Owners Podcast, which focuses on our mindset around money.
Follow her on Twitter @MorgenRochard
Chartered Financial Analyst® and CFA® are trademarks owned by CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.