Sten Morgan

STEN MORGAN, CFP, ChFC, founded Legacy Investment Planning by age twenty-five, committed to building a company that would shake up the industry. His mission was to bring creativity back to the financial industry and help as many people as possible avoid the financial regrets that come from wishing they would have known sooner. At age twenty-eight, he earned a seat on his organization’s chairman’s council, which included the top 2 percent of advisors across the country. At age thirty, he made the “40 under 40 list,” InvestmentNews’s top forty financial advisors in the country under age forty. He has also coached hundreds of other advisors on how they can create a business that focuses on unbiased, creative financial advice.Although his team holds true to enduring principles, they take financial strategy to the next level.