What We Do
IT'S ALL ABOUT YOU
I'M ALREADY INDEPENDENT
I'M CONSIDERING INDEPENDENCE
SERVICES
TESTIMONIALS
Who We Are
ABOUT FREEDOM PARTNERS
PEOPLE
News
Let's Talk
IT'S ALL ABOUT YOU
I'M ALREADY INDEPENDENT
I'M CONSIDERING INDEPENDENCE
SERVICES
TESTIMONIALS
What We Do
ABOUT FREEDOM PARTNERS
PEOPLE
Who We Are
News
Let's Talk
People
Your Freedom Partner’s team is experienced and has a proven track record of working with financial advisors. Each of our business experience is unique, specialized, and together we make the right team for you and your business.
VIEW BY:
Utah
Orange County
Palm Desert
Role
Strategic Partners
Freedom Partners
VIEW BY:
Utah
Orange County
Palm Desert
Strategic Partners
Freedom Partners
Role
Search
Erik Mora, RICP®
Co-Founder & Your Business Development Partner
Ryan Delaney, CFA®
Co-Founder & Your CFO Partner
Marc Koven
Co-Founder & Your Operations Partner
Matt Meyer
Strategic Partner- The BluePrint Insurance Services
Mike Meguerditchian
Strategic Partner- CorpIT
Roseann (Ro) Morrison
Strategic Partner- Ro Morrison & Associates