President
Current
Feb 2022 - Present
AeroLeads people directory · profile
Justus Morgan, Cfp®, Ea, Ricp® Email & Phone Number
Fee-Only Financial Planner | Shareholder
at
Financial Service Group, Inc.
1 work email found
@toyourwealth.com
1 phone found area 262
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Fee-Only Financial Planner | Shareholder
Location
Racine, Wisconsin, United States
Who is Justus Morgan, Cfp®, Ea, Ricp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Justus Morgan, Cfp®, Ea, Ricp® is listed as Fee-Only Financial Planner | Shareholder at Financial Service Group, Inc., based in Racine, Wisconsin, United States. AeroLeads shows a work email signal at toyourwealth.com, phone signal with area code 262, and a matched LinkedIn profile for Justus Morgan, Cfp®, Ea, Ricp®.
Justus Morgan, Cfp®, Ea, Ricp® previously worked as President at Financial Service Group, Inc. and Shareholder at Financial Service Group, Inc.. Justus Morgan, Cfp®, Ea, Ricp® holds Mba from Marquette University.
Company email context
Email format at Financial Service Group, Inc.
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{first}@toyourwealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Justus Morgan, Cfp®, Ea, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Justus Morgan, Cfp®, Ea, Ricp®
As a fee-only, comprehensive financial planner, I am passionate about helping individuals and families make better financial decisions to improve the quality of their lives through goal clarity and conscious decisions around their money. My objective is to build long-term relationships with a select group of clients by focusing on what's most important to them and their families.
Listed skills include Financial Services, Personal Finance, Retirement Planning, Retirement Income Strategies, and 15 others.
Current workplace
Justus Morgan, Cfp®, Ea, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Justus Morgan, Cfp®, Ea, Ricp® work experience
A career timeline built from the work history available for this profile.
Shareholder
Current
Jan 2008 - Present
Financial Planner
CurrentFinancial Service Group helps our clients experience peace of mind by providing fee-only (no commission) financial planning that aligns their finances with their lives. We specialize in a wide variety of areas including retirement planning, investment planning, tax planning, career asset management, charitable giving/gifting, and much more.
Apr 2006 - Present
Associate Planner
As an Associate Planner, I provided direct support to one of the lead Financial Planners of the firm. Under the guidance of a seasoned professional, I not only expanded my knowledge but also acquired practical experience guiding clients through their life transitions.
Aug 2003 - Apr 2006
Intern
The internship at Financial Service Group provided an opportunity to learn the processes & philosophies behind the firm's mission of helping clients experience financial peace of mind.
Apr 2003 - Jul 2003
Guest Columnist
Applying common sense strategies of personal finance is anything but common practice. As a long-standing contributor to the monthly personal finance column, "To Your Wealth" my goal is to provide useful ideas that anyone can apply to help better align their money with their lives.
Jul 2003 - Dec 2022
Certified Instructor
As an instructor with the Financial Educators Network, I teach courses on the fundamentals of successful retirement planning.
Jan 2017 - Mar 2020
Conference Organizer
Summer Gathering
Most industry conferences provide information on a wide variety of topics but few provide in-depth analysis any one particular topic. Since 2011, I've organized an annual event for comprehensive financial planners to gather each summer to learn about a single topic over several days. Past topics have included working with aging clients, financial life.
Jun 2011 - Jul 2018
Graduate Assistant
Assisted the Strategic Management group in the College of Business Administration
Aug 2002 - May 2003
2 education records
Justus Morgan, Cfp®, Ea, Ricp® education
Mba
Marquette University
Ba, Arts & Sciences
Marquette University
FAQ
Frequently asked questions about Justus Morgan, Cfp®, Ea, Ricp®
Quick answers generated from the profile data available on this page.
What company does Justus Morgan, Cfp®, Ea, Ricp® work for?
Justus Morgan, Cfp®, Ea, Ricp® works for Financial Service Group, Inc..
What is Justus Morgan, Cfp®, Ea, Ricp®'s role at Financial Service Group, Inc.?
Justus Morgan, Cfp®, Ea, Ricp® is listed as Fee-Only Financial Planner | Shareholder at Financial Service Group, Inc..
What is Justus Morgan, Cfp®, Ea, Ricp®'s email address?
AeroLeads has found 1 work email signal at @toyourwealth.com for Justus Morgan, Cfp®, Ea, Ricp® at Financial Service Group, Inc..
What is Justus Morgan, Cfp®, Ea, Ricp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 262 for Justus Morgan, Cfp®, Ea, Ricp® at Financial Service Group, Inc..
Where is Justus Morgan, Cfp®, Ea, Ricp® based?
Justus Morgan, Cfp®, Ea, Ricp® is based in Racine, Wisconsin, United States while working with Financial Service Group, Inc..
What companies has Justus Morgan, Cfp®, Ea, Ricp® worked for?
Justus Morgan, Cfp®, Ea, Ricp® has worked for Financial Service Group, Inc., The Journal Times, Financial Educators Network, Summer Gathering, and Marquette University.
How can I contact Justus Morgan, Cfp®, Ea, Ricp®?
You can use AeroLeads to view verified contact signals for Justus Morgan, Cfp®, Ea, Ricp® at Financial Service Group, Inc., including work email, phone, and LinkedIn data when available.
What schools did Justus Morgan, Cfp®, Ea, Ricp® attend?
Justus Morgan, Cfp®, Ea, Ricp® holds Mba from Marquette University.
What skills is Justus Morgan, Cfp®, Ea, Ricp® known for?
Justus Morgan, Cfp®, Ea, Ricp® is listed with skills including Financial Services, Personal Finance, Retirement Planning, Retirement Income Strategies, Personal Financial Planning, Financial Life Planning, Tax Planning, and Investment Management.
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