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portrait of Kelly Morgan
FINANCIAL ADVISOR

Kelly Morgan

CFP®, AAMS™, CRPC™
16100 NW Cornell Road Ste 260, Beaverton, OR 97006opens in a new window
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About Kelly

Money is a tool, not an end goal. I help empower my clients to use their money to live their best lives.

I work with clients throughout the United States providing customized financial strategies to help them define, prioritize, and track their goals. As a CERTIFIED FINANCIAL PLANNER™ professional and former lawyer, I'm committed to staying at the forefront of the financial industry to provide clear and sound financial advice. Riana Arima, my branch office administrator, and I work closely with our clients' tax and legal advisors to create a personalized strategy to organize, build and transfer their wealth —...

Focus Areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • New Investors
  • Sustainable investing

Work History

  • Edward JonesJune 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of OregonDoctorate
  • Western Washington UniversityBachelors

Personal Interests

  • Pickleball
  • Volleyball
  • Hiking
  • Pets
  • Coaching Sports

Team Members

  • Riana Arima
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(503) 644-1408

Fax

(888) 690-9175

Office Address

16100 NW Cornell Road Ste 260
Beaverton, OR 97006opens in a new window

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