Since 1978, William Aubrey Morrow has served as the president of Financial Designs, Ltd., where he assists clients with a range of financial needs. A Certified Financial Planner who provides clients with financial advice on investments, income tax minimization methods, retirement and estate planning, and charitable giving strategies, Aubrey Morrow is also a Registered Investment Advisor Representative. As a fiduciary, he offers consultancy services for multiple charitable organizations.
For the past 22 years, Mr. Morrow has served as host of The Financial Advisors, a weekly radio talk program that provides financial advice to the public. He also hosted the national PBS television series of the same name. In addition, Mr. Morrow offers his financial expertise as co-author of five books and as an instructor at both San Diego State University and the University of California San Diego.
William Aubrey Morrow serves on the board of directors for multiple financial institutions and societies and has been an expert witness in arbitration cases involving securities and insurance. He is the former president and chairman of the board for the International Association of Financial Planning’s San Diego chapter and has served on the association’s national board of directors as well as its ethics and government affairs committees.