Meet Joe


Joe Morgan, a longtime resident of the Central Valley, entered the financial services industry in the early 1990’s, advising clients on their life insurance needs with American United Life.  In 1996, he moved to the Principal Financial Group to focus on financial planning and asset management, during which time he was a member of the company’s Premiere club, achieved in 1999 and 2000, and also achieved the level of their Executive Council in 2001, which was based on production.  Joe went independent in November 2002 by associating with LPL Financial (LINSCO/Private Ledger) and forming Morgan Wealth Management. He now partners with Carson Partners.

Joe and his wife, Sonya, have been married for over 30 years.  They have three adult children, Sean, Theron, and Kate.  Sean is in the Agriculture Industry; Theron has launched his own financial company; Kate is involved in mortgage lending. Their sons were active in Boy Scouts; both Sean and Theron are Eagle Scouts.  Kate was active in theatre, and all three are active in outdoor activities and sports.  Joe has served as Cub Master and District Chair as well on the Boy Scout Council while the boys were active in Scouting.  While serving as Cub Master, he was awarded the Cub Master of the Year Award and the Scout Spirit Award.  Their family belongs to New Life Community, a Mennonite Brethren Church.  He serves there as a Church Trustee.

While living in the Central Valley, Joe has been active in several community service organizations, including the Sanger Exchange Club, the Sanger Chamber of Commerce and the Sanger and Dinuba Jaycees.  Joe is a past member and president of the Dinuba Kiwanis Club, earning the honor of Distinguished President.  He was also a member and Past President of the Rotary Club of Dinuba.  While in Rotary, he has served on the Club’s Board, as well as an Area Representative for Rotary District 5230 and as the Assistant District Governor.  Joe was named by the Dinuba Chamber of Commerce their Junior Citizen of the Year for 2012.  Joe is on the Board for Hinds Hospice and serves on their Finance and Governance Committees.

Joe is passionate about his faith and his family.  He also has great passion for history and historical preservation, travel, and cars.  But he is most passionate about helping his clients pursue their financial goals.  We are on a mission to be the material difference in the financial lives of every soul we touch.  Through meaningful and valuable service, education and objective advice, Joe’s goal is to help build, manage and preserve the wealth of his clients so they can live the life they desire.

CA Insurance License #0B18311


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