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Sten Morgan, CFP®, ChFC®

Sten Morgan, CFP®, ChFC®

President | Financial Services Executive

Sten is passionate about helping clients manage their finances through the different seasons of their lives. He focuses on retirement, estate and tax planning strategies for individuals, business owners, corporate executives and their families.

His certifications as a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant® help him advise his clients on virtually any financial issue.

After operating a successful practice in Oregon, Sten moved to Nashville in 2009 to join a local investment management firm. He then founded Legacy Investment Planning in 2012.

Sten has been recognized as a member of Society 1851, which represents the top 2%-3% of advisors who were affiliated with MML Investors Services in the country. In 2017, Investment News chose Sten to be one of their national 40 under 40 advisors.

Sten is the author of 7 Mindsets of Success.

Sten was a founding board member of Tucker's House, a non-profit organization that partners with families of children with disabilities to evaluate and retrofit their homes so they can be safe and accessible. He resides in Franklin with his wife, Taylor, and three children. He enjoys traveling, golfing, and spending time with his family. Sten and his family attend Church of the City.