My Profile | Network In Action
  • Basic Information

  • Company
    Mass Mutual Pacific Coast
  • Mobile phone
    760 593 7795
  • Email
    Chrismorgan@financialguide.com
  • What is your "why"? Why do you do what you do?
    I want to help people to be able to leave their family something when they retire or pass and help build legacies in the most efficient manner possible
  • About me
    Originally I'm from Ohio. I served in the military. After getting out I started a career in financial services. During my off time i like to go shoot trap, ride motorcycles, and pratice mixed martial arts.
  • Profession
    Financial Coach
  • Title
    Owner
  • Hobbies and interest
    I like to ride motorcycles, shoot trap, and pratice mixed martial arts
  • Contact Information

  • City / Town
    La Jolla
  • Describe your perfect referral
    The referral knows there financial goals, maybe has some roadblocks that they think might hinder them. Cares about there family and leaving something behind.
  • State
    California
  • Zip
    92037
  • Country
    United States
  • Education

  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    Whats you main goal when it comes to finances?
    Whats the biggest thing thats in your way?
    What make you seek help now?
  • Describe How You Would Like To Be Introduced Via Email
    I would prefer that i get CC'd to introduce to the client. I usually go by first name Chris