CFP®, CIMA®, LPL FINANCIAL ADVISOR, MANAGING PARTNER
J. Carlton Morse, II
Carlton is a dedicated LPL Financial Advisor and an independent business owner who believes objective advice and meaningful, personal relationships are the foundation of a successful advisory experience.
- Began as a Financial Advisor with Merrill Lynch in 1992, where he earned the title of Senior Financial Consultant and Certified Financial Manager.
- Moved to Morgan Stanley Smith Barney in 1998, subsequently becoming Vice President, Wealth Management and earning the Financial Planning Specialist title.
- Joined Wells Fargo Advisors Financial Network in 2008, forming Morse Wealth Management as an independent practice.
- Is a CERTIFIED FINANCIAL PLANNER™ certificant[1].
- Holds the Certified Investment Management Analyst® professional designation[2].
- Holds his Series 7, 24, 63 and 65 securities through LPL Financial, and California insurance license number 0B16353.
- Earned a bachelor’s degree in Political Science from the University of California, Los Angeles (UCLA) with a minor in International Relations.
- Earned a Certificate in Financial Planning from San Diego State University Graduate School of Business.
- Completed the IMCA Certified Investment Management Analyst Program at the Haas Graduate School of Business, University of California, Berkeley.
[1] Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
[2] Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks “Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM,” and “IMCASM.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
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® professional on our team offers 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. A Certified Investment Management Analyst® provides specialized knowledge in investment management and portfolio construction. In our experience, the in-depth training and education required to pursue the designation helps empower clients with guidance for their specific financial needs.