Charles holds the title of both Certified Public Accountant & Personal Financial Specialist, which provide him with the powerful combination of extensive tax expertise and financial planning knowledge. He has had rigorous training in the areas of estates, taxes, retirement, risk management, and investing. While reviewing annual taxes with his clients, Morris saw that for many, there was no coordination between their current goals, tax saving practices, and planning for the future. With over 30 years of experience in Wealth Management, Morris greatly increased the value he brought to his client’s financial future. Morris provides specialized plans for business owners and executives in aiding them in reaching personal financial decisions and short and long term goals.
Charles has spent 25 years as Treasurer for the Fullerton Museum Center. He has a strong passion for golf & skiing and when time permits, he enjoys traveling the world and documenting it through his love of photography. Morris also has a 2nd degree black belt in Tae Kwon Do.