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Randy Morse
Partner / Managing Director at Creative Planning Inc.
Randy Morse is a Partner / Managing Director at Creative Planning, a renowned wealth management firm offering a wide range of financial services. Creative Planning has received top accolades in the industry, being named the #1 Independent Wealth Management Firm in America by Barron's in 2017, and by CNBC as the top firm in the United States during 2014-2015. With assets totaling $245 Billion as of July 1, 2023, Creative Planning serves clients across all 50 states. Randy's specialties include Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, and Risk Management.
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Location
Burlingame, California, United States
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Jennifer Birchett, CPA/PFS, CFP®
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See who you know in common with Randy