Michael E. Morris

Managing Director

I have extensive experience with over 30 years in the financial services industry. I bring a unique perspective as I have spent the majority of my career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result, the breadth and depth of knowledge includes all aspects of defined contribution, defined benefit and non-qualified plans. I have a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs.

➤ Recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017, 2018 & 2019
➤ Recognized in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine
➤ Named as a “Top 300 influencer” by the DCPI
➤ Holds the Non Qualified Plan Administrator (NQPA), Chartered Retirement Plan Specialist (CRPS®), and the Certified 401(k) Professional (C(k)P) designations.
➤ Founding Lecturer of The Retirement Advisor University (TRAU) a collaboration with UCLA Anderson School of Management Executive Education

Disclosures:
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940.

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017, 2018 & 2019). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research.

Talks About
#financial

Preferred Locations
#NorthAmerica