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At Morse Wealth Management, we believe we have a responsibility to help clients foster informed perspectives and sound decision-making. Supporting strategic wealth management begins with the depth of our team’s knowledge. To do so, we feel our responsibility is to pursue ongoing education and industry credentials. We are committed to serving as a dependable resource for our clients, so you have the tools and guidance to pursue your life aspirations.

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FIVE STAR Wealth Manager Award

Awarded to wealth managers in San Diego who are selected as providing the highest level of client service. We are honored to receive this recognition and committed to ensuring we continue providing the quality, dependable service our clients expect — and deserve.

CFP®

Planning is an integral aspect of lifelong wealth management. Whether addressing daily financial needs or long-term objectives, we believe your ability to pursue your goals is only as effective as the roadmap guiding your financial journey. From our perspective, having a CERTIFIED FINANCIAL PLANNER® certificant on the advisory team helps offer clients the deep planning support that upholds strategic wealth management in all life stages.

CIMA®

At Morse Wealth Management, we believe engaging our clients with a CIMA®–certified professional contributes significantly to the quality of service we seek to provide. From our perspective, the in-depth training and education required to pursue the designation helps empower clients with guidance for their specific financial needs.

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