W. AUBREY MORROW, CFP®

W. Aubrey Morrow is the President of Financial Designs, Ltd., a financial planning firm.  Mr. Morrow`s expertise in conceptual financial planning is reflected in the firm`s emphasis on estate planning, tax strategies, risk management, investment selection and retirement planning.  A Certified Financial Planner™ certificant and Registered Investment Advisor representative, Mr. Morrow is also a Registered Securities Representative with Independent Financial Group, LLC, member FINRA and SIPC.  He is licensed for securities and insurance sales in the state of California.

Aubrey is a well-known local and national speaker on a myriad of financial topics.  He served as the technical advisor and host of the national PBS television series, The Financial Advisors, which addressed financial and estate planning issues.  Active in the financial community of San Diego since 1976, Mr. Morrow has been interviewed on local and national television and radio on financial topics.  He has served on the Boards of Directors of banks and professional societies.  He serves as a consultant to local charities and has taught courses on financial planning at both San Diego State University and the University of California San Diego`s Professional Extension and currently serves on the Financial Planning Program Advisory Board, Department of Finance of San Diego State University.  He is also the host of "THE FINANCIAL ADVISORS" Radio Series™ heard throughout Southern California on News Radio AM 600 KOGO.

In addition to previously serving on the Boards of Directors of the San Diego Society of the Institute for Certified Financial Planners, Mr. Morrow is past-President and Chairman of the Board for the San Diego Chapter of the International Association of Financial Planning.  He served on the National Board of Directors and the Ethics and Government Affairs Committees of I.A.F.P., the oldest and largest association of financial professionals in the world.  Aubrey is the co-author of five books on financial planning and was editor of Financial Advisor Pro, a monthly newsletter for financial advisors published by Harcourt Brace Professional Publishers.  He serves on several committees of the National Board of Tenants-in-Common Association.  He has served as an expert witness in court, FINRA (formerly NASD) and SEC arbitration cases relating to securities and insurance.

A charter member of Torrey Pines Kiwanis Club and member of the San Diego Estate Planning Council and Planned Giving Roundtable of San Diego, Aubrey Morrow is listed in Who`s Who in America—Financial and Industry, as well as Who`s Who in California.  Born July 31, 1945 in Oxnard, California, he is a veteran officer of the United States Marine Corps and holds a business degree from the University of Southern Mississippi with advanced studies in accounting and economics.  He resides with his family in San Diego.