The Essential Guide to Your Company Stock

After earning his Master of Science in Finance from Texas A&M University, Joe Morgan immersed himself in an investment career, eventually working his way up to Chief Investment Officer of Silicon Valley Bank. Joe’s work has been recognized in the Wall Street Journal , where he discussed how he helped clients navigate the 2008 financial crisis. With Joe’s guidance, these clients were able to avoid significant losses that caught many individual investors by surprise.

After 25 years in the corporate world, managing money for some of the country’s largest foundations, endowments, and corporations, Joe was ready for a change. Shifting his focus toward families in the local community, Joe earned his Certified Financial Planner (CFP®) designation and founded Best Financial Life in Danville, California.