Morgan Fippinger

I help Pacific Capital clients invest for success by finding the right investments for them while keeping them from making major investment mistakes.

Role: Director of Investment Strategy at Pacific Capital
Location: Corona, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Director of Investment Strategy
Pacific Capital
May 2024 — Present

Education

Università per Stranieri di Siena
Livello B Certificato, Italiano
2009 — 2009
California State University, Fullerton
Master of Science (M.S.), Kinesiology - Performance Enhancement
2013 — 2015
California Lutheran University
Bachelor of Science (B.S.), Exercise Science - Human Performance
2010 — 2012

Skills

Strength Training
Microsoft Office
Video Editing
Public Speaking
Teaching
Cpr Certified
Relationship Development
Microsoft Excel
Strength & Conditioning
Exercise Prescription
Program Design
Leadership
Sports
Weightlifting
Cscs
Social Media
Exercise Physiology
Coaching
Performance Enhancement
Higher Education

Contact information

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Work email
m•••••@pacificcapital.com
Personal email
•••••@•••••.com
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Current company

Pacific Capital

Financial Services · 50 employees · Founded 2011 · Corona, California, United States

Pacific Capital is an exclusive family office wealth management firm, serving ambitious entrepreneurs and high-net-worth families who turn to us when they’re ready for a strategic partner, not just an advisor. Based in Southern California with offices in Corona and Newport Beach, our clients are growth-minded business owners, legacy creators, and families with significant liquidity who are seeking a concierge-level wealth management experience. Unlike firms built around product sales or standard portfolio management, our fiduciary model means we’re wholly aligned with your interests. We integrate business advisory, tax planning, investment strategy, estate and legacy planning, and family governance into a unified framework. We begin with our proprietary Financial Life Inspection®, a rigorous assessment that evaluates your financial foundation across dozens of critical checkpoints. From there, we build customized strategies with your ambitions, values, and multigenerational goals at the center. As a fully independent Fiduciary, we maintain independence from large bank-controlled platforms. Our success is defined by your achievement of meaningful life outcomes, not simply beating an index. We serve fewer clients with higher personalization, bringing an entrepreneurial mindset to wealth stewardship. If you’re ready for a strategic partnership that supports the financial success of entrepreneurs and their families, we’d welcome a conversation. Contact us today to learn more at 84••••••77 Disclosures: https://pacificcapital.com/disclosures/

pacificcapital.com

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Experience

Director of Investment Strategy

Education

Università per Stranieri di Siena

California State University, Fullerton

California Lutheran University

Skills

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