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    Randy Morse

    Partner / Managing Director at Creative Planning Inc.

    Randy Morse is a Partner and Managing Director at Creative Planning, Inc., bringing over 25 years of experience in the financial services industry.12 As a CERTIFIED FINANCIAL PLANNER™ professional, he specializes in comprehensive wealth management, covering aspects such as investment management, retirement planning, estate planning, tax planning, risk management, employee benefits, and education planning.1

    Randy works closely with clients and their families to establish and maintain comprehensive financial plans, focusing on wealth accumulation and transfer strategies to maximize opportunities and reduce risk.1 Before joining Creative Planning, he spent most of his career with one of the country's largest investment firms, where he worked with high net worth families and large 403(b) plans.1

    Randy holds a Bachelor of Science degree in Business Administration from California Coast University.1 Outside of his professional life, he enjoys spending time with his two grown daughters, Sydney and Jordyn. As a former U.S. Marine Corps member and U.S. trained Navy Diver, Randy continues to enjoy diving worldwide. He also dedicates his free time to hiking, cooking, volunteering, and occasionally watching movies.1

    Highlights

    Randy Morse, CFP® | Creative Planning
    Randy Morse, CFP® | Creative Planning
    San Francisco-San Jose Area | Creative Planning
    San Francisco-San Jose Area | Creative Planning

    Related Questions

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    Randy Morse
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    Location

    Burlingame, California, United States