Thomas Morgan

    Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Military, College Funding Strategies, Risk Management Strategies, Estate Planning, Financial Education, Business Succession Planning

    Languages: English

    Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I help people protect the ones they love through a variety of financial products and solutions to meet their needs.

    Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.


    California State University - Chico (2003-2008) Major: Business Administration Minor: Management
    Università degli Studi di Torino / University of Turin (2009) Minor: international Business


    Hiking & Backpacking
    White Water Rafting

    Affiliations & Memberships

    Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
    Business Networking International (BNI) Orange Coast Chapter

    See Thomas’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Thomas

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    Capstone Partners Financial and Insurance Services

    Main Office

    4695 Mac Arthur Ct Suite 1000
    Newport Beach, CA 92660

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