Trusted Wealth Management in Chico, CA

Sean is an accomplished financial expert with a diverse background in banking, fintech, business consulting, and public service. He brings a unique blend of academic knowledge and real-world experience to Spelts Wealth Management.

With undergraduate and graduate degrees from California State University, Chico, and advanced certifications from Stanford University and MIT, Sean has a deep understanding of complex financial strategies. He has spent over two decades sharing his experience as a faculty member at Chico State, teaching project and strategy management.

Beyond academia, Sean has made significant contributions to his community. As a 12-year City Council member, including a two-year term as Mayor, he gained congressional recognition for his leadership and financial acumen.

When not guiding clients toward financial success, Sean enjoys spending time with his grown sons, exploring the culinary arts, and visiting tropical paradises. His commitment to excellence and his passion for helping clients achieve their financial goals make him an invaluable asset to the Spelts Wealth Management team.

901 Bruce Road 160

Chico, CA 95928

Contact Info

Office:
+1 (530) 891-0717

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Levitate to provide information on a topic that may be of interest. Levitate is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Wealth Advisory Group and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, GA, IL, IA, NJ, NY, NC, OH, SC, & VI, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.

Cambridge's Form CRS (Customer Relationship Summary )

Sean Morgan

Strategic Investment Advisor

Licenses & certifications:

Education:

Contact Info