Morgen B. Rochard, CFA, RLP®

Specialties

Life Planning
Employee Stock, Option, and Non-Cash Compensation
Trust Beneficiary Services
Pre-Retirees

Contact / Connect

About Morgen

Firm

Bio

Origin Wealth Advisers LLC is a fee-only, financial planning firm helping bitcoin families live their most fulfilled lives. Origin provides financial advice and does not sell any products. Prior to founding Origin, Morgen started her career trading equity options and later worked for two large private wealth management firms serving ultra high net worth clients. Morgen has two podcasts, “Bitcoin for Advisors” and “Money Owners,” and also wrote the “Personal Finance QuickStart Guide.” In her free time Morgen homeschools her two young children, cooks, and spends time outside with her family.

Location

Austin, TX

Website

https://www.originwa.com

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