Get to know Morgan Weiss
Morgan Weiss is a dynamic professional with extensive experience in a variety of industries, including financial services. This diverse experience base gives Morgan a wealth of knowledge to help clients with all their service needs. In her role as client support specialist, Morgan is responsible for making sure that the client experience reflects First Financial Consulting’s commitment to excellence and the highest standards of professionalism. She draws on a “can do” attitude and willingness to think outside the box in approaching service requests. Among her greatest attributes she demonstrates an upbeat personality, determination, honesty and empathy. Whether the issue is large or small, our clients know that Morgan will be fully attentive and understanding of their needs and concerns.
Before joining First Financial Consulting, Morgan Weiss worked in the automotive, telecommunications and mortgage industries. Especially interesting is the fact that Morgan raced cars professionally, competing in various NHRA events, including Redline Time-Attack races.
Currently, Morgan Weiss and her family call La Canada Flintridge home. During her time off, she still enjoys her passion for cars, but also manage her children’s elite club ice hockey schedules. She devotes some of her time to various local ice hockey organizations, a French Bulldog rescue group and to her church. She truly wears many hats, and does it quite well!
Benefits of Working with First Financial Consulting
We Provide 100% Objective Advice
As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client’s specific situation.
We Look at the Whole Picture
We work to understand the totality of the client’s situation and to develop a comprehensive plan which will actually help them accomplish their goals.
We Give Advice Whenever You Need It
Our mission is determined by the client’s needs, not by a product sales cycle. When you need advice, or just want a second opinion, you get it. You’re never stuck paying for services or products you don’t need.