Morgan DeGooyer, CFP®

Wealth Advisor

Salt Lake City, Utah

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Morgan helps clients pursue their goals through thoughtful financial planning. He supports individuals and families with clear guidance and practical next steps, focusing on building confidence in each decision.
He discovered financial planning through an internship and pursued the field with purpose. He earned a B.S. in Personal Financial Planning from Utah Valley University with a minor in Business Management and holds the CERTIFIED FINANCIAL PLANNER™ designation.
His approach is collaborative, straightforward, and client-first. He simplifies complex topics and helps clients stay engaged in their plan. He believes trust is built through clarity and consistent follow-through.
He enjoys spending time with his wife and being outdoors. He likes fishing, sports, and active weekends. Time outside helps him reset and recharge.