Morgan Smith, IMBA, CFP®

Morgan is a Partner, Senior Wealth Advisor based in the Beacon Pointe San Diego, CA office with more than two decades of experience advising families, trusts, and business owners, including providing retirement plan services. He is also an author and speaker who brings a broad perspective shaped by his experience in financial services, higher education, military leadership, and family caregiving. Prior to joining Beacon Pointe through the 2026 acquisition of WorthPointe, Morgan served as a Partner at WorthPointe, where he worked closely with clients to navigate their financial needs and pursue their long-term goals. Morgan earned an International Master of Business Administration degree from the University of San Diego and is a CERTIFIED FINANCIAL PLANNER® professional.

A U.S. Navy veteran, Morgan served as an F-14 Tomcat Naval Flight Officer, completed 150 aircraft carrier landings, and participated in combat operations in the Persian Gulf with Fighter Squadron 51. He also served as an Assistant Professor of Naval Science with the Naval Reserve Officers Training Corps unit at the University of San Diego, teaching leadership, management, and engineering systems. Morgan served as a caregiver for both of his parents before their passing, an experience that inspired him to write Generation Squeezed: A Holistic Guide to Taking Care of Aging Parents to help others navigating similar circumstances. Morgan holds a strong appreciation for the values that have shaped the foundation of the United States and has pursued a spiritual practice through formal meditation study and practice, and holds a black belt in Brazilian Jiu Jitsu. Outside the office, he enjoys spending time with his wife and son, hiking, surfing, and playing the guitar.