Morgen Rochard is a fee-only CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Registered Life Planner. Prior to founding Origin Wealth Advisers LLC in 2014, Rochard managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. She started her career in finance, trading for Trinity Derivatives Group as an equity options market maker. Rochard also runs a podcast, called Money Owners Podcast, which focuses on mindset around money. Rochard recently published the Personal Finance QuickStart Guide, to help more Americans create their own financial plans and change how they think about money.
