Best Financial Life

Financial Advisor
Joe Morgan, CFP®, CFA
Best Financial Life
925-389-3889

Joe Morgan is a fee-only financial advisor who acts as an educator, guide, and protector of wealth to individuals and families. He created his own firm after a successful investment career because he wanted to help people find clarity in their aspirations, resources, and risks. When he’s not showing how financial advice doesn’t have to be dictated by stuffy suited men from Wall Street, he enjoys tennis at Blackhawk Country Club and hiking the Tri-Valley area.

Featured Contributions

Finances When Your Husband Passes

It feels like your world has been turned upside down, because it has.  And dealing…

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Stop Spending

Based On Other People’s Wealth

It is ridiculous that we sometimes base our spending decisions on stories we tell ourselves…

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Where to Put Your Extra Cash

Got any extra cash laying around?  Could be from an inheritance or maybe you just…

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When to Sell Company Stock

We never want to let taxes drive our decisions, however they can be an influence,…

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A Time To Take Some Losses

Quite often, to “take” a loss feels like the wrong thing to do and for…

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An Offer to Talk It Through

When life gets intense, everything feels urgent. It can become difficult to see what is…

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Why Volatility Is Good

Ok, let me explain, because I know you’re thinking volatility, especially like what we have…

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