btc financial advisors network

Directory

Morgen B. Rochard, CFA, RLP®

Specialties

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

Contact / Connect

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About Morgen

Firm

Origin Wealth Advisers LLC
 

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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