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    Chris Morgan

    Founder l Ark Wealth Advisors l Wealth Strategist l I help ambitious founders exceed their goals by implementing investment strategies.

    Chris Morgan is the Founder and President of Ark Wealth Advisors, a financial advisory firm based in Yorba Linda, California.14 He has an MBA and holds several professional certifications, including CFP (Certified Financial Planner).1 Chris has over 11 years of experience in the financial industry.2

    Prior to founding Ark Wealth Advisors in November 2020, Chris worked as a Financial Advisor at Morgan Stanley for nearly 6 years.1 He also has experience as a Commercial Real Estate Broker and a Lifeguard.1

    Chris's approach to wealth management is rooted in his faith. The name "Ark Wealth" is inspired by the Biblical story of Noah's ark, reflecting the firm's mission to provide clients with financial planning that builds, protects, and maintains their wealth through various economic conditions.14

    At Ark Wealth Advisors, Chris and his team offer personalized financial strategies for individuals and businesses, focusing on helping clients achieve financial security and freedom.4 The firm currently manages approximately $31 million in assets.2

    Chris is known for his professional approach and his commitment to helping clients achieve their financial goals.12 He is also involved in community engagement, having participated in panel discussions and conferences related to financial markets and investing.35

    Highlights

    Nov 15 · vanguard.com
    [PDF] Supplement to the Vanguard Personal Advisor Select Brochure
    Mar 1 · unbiased.com
    Christopher Morgan | unbiased.com
    Apr 22 · yelp.com
    ARK WEALTH ADVISORS - Financial Advising - Phone Number - Yelp

    Related Questions

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    How does Chris Morgan integrate faith into his wealth management philosophy?
    What challenges has Chris Morgan faced in his career, and how did he overcome them?
    Chris Morgan
    Chris Morgan, photo 1
    Chris Morgan, photo 2
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    Location

    Yorba Linda, California, United States