On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Morgen Rochard, Financial Planner of Origin Wealth Advisers.

Get in touch with Morgen:

https://www.originwa.com/

https://www.linkedin.com/in/morgenrochard/

Morgen is the founder and lead financial planner of Origin Wealth Advisers LLC. Origin opened its doors in 2014 and has advised clients on Bitcoin since 2016. Morgen is a fee-only financial planner, Chartered Financial Analyst, and Registered Life Planner dedicated to providing traditional advice to bitcoin families. Prior to Origin, Morgen worked at both UBS Financial Services and Merrill Lynch, serving high net worth clients. Her financial career began at Trinity Derivatives Group, where she was an equity options market maker. Morgen hosts two podcasts, the Money Owners Podcast and Bitcoin for Advisors. She also wrote a book, The Personal Finance Quickstart Guide. Outside her professional endeavors, Morgen enjoys spending quality time with her husband and children. Morgen's integration of traditional financial planning with Bitcoin reflects the reality of the world’s evolving financial landscape. This approach bridges the gap between conventional wisdom and the digital future, to provide personalized financial guidance that resonates with clients' needs and aspirations.