OUR MISSION: TO MAXIMIZE YOUR FINANCIAL WELL BEING 

Peter founded Morling Financial Advisors in 1999 and serves as a managing partner. He is responsible for providing strategic direction. Prior to starting MFA, Peter founded and managed Morling & Company (an affiliated tax and accounting firm) in 1981. Peter graduated from the University of California, at Berkeley, and holds a BS in accounting.

Wa joined Morling Financial Advisors in 2004 and serves as Senior Managing Partner. He is responsible for firm-wide management, strategic direction, and financial planning. Wa is also a managing member of MFA and sits on its investment committee. Prior to joining MFA, Wa was a financial advisor at MML Investors Services and The Mony Group. Wa graduated from San Francisco State University and holds a BS in Kinesiology. He is a CERTIFIED FINANCIAL PLANNER™. Away from the office, Wa can usually be found at the gym or driving high-performance cars.

Matt joined Morling Financial Advisors in 2009 and serves as managing partner and chief compliance officer. He is responsible for overseeing investment research and portfolio management. Prior to joining MFA, Matt worked at Bank of America’s Global Wealth and Investment Management division. Matt graduated with honors from the University of California, at Santa Barbara, and holds a BA in History. He is a CFA charterholder and CAIA charterholder. In his free time, Matt enjoys spending time with his wife and two daughters, traveling, hiking, diving, reading, volunteering with his church, and trying new craft brews.

Sylvia joined Morling Financial Advisors in 2009 and serves as a financial advisor. Prior to joining MFA, Sylvia was a financial advisor at Woodbury Financial Services. Sylvia graduated from the University of New South Wales in Sydney, Australia and holds a BComm in Accounting and Finance. She is a CERTIFIED FINANCIAL PLANNER™ as well as a Chartered Accountant from Australia. Sylvia spends her free time competitively swimming and spending time with her children.

Victor joined Morling Financial Advisors in 2015 and serves as a financial advisor. He is responsible for financial planning and client services. Prior to joining MFA, Victor worked as a Credit Specialist for Lending Club. He also had extensive experience in working with nonprofits and NGOs. Victor attended William Jessup University. Victor spends his free time enjoying coffee and food with friends, Crossfit and cheering on the Golden State Warriors and San Francisco 49ers.

Anna joined Morling Financial Advisors in 2017 as a financial advisor. She is responsible for financial planning and client relationships. She brings many years of business and consulting experience from the financial, real estate and legal environments. Prior to joining MFA, Anna was a lead financial representative for Fidelity Investments in Southern California and in San Francisco. Anna attended Fordham University in New York City. Outside of work, Anna is a food enthusiast, coffee aficionado and enjoys spending time with her husband. Together, they also volunteer as coordinators for Dave Ramsey’s Financial Peace® University at their church.

Gary joined Morling Financial Advisors in 2012 and serves as a portfolio administrator. He is responsible for client service, business operations, and portfolio administration. Gary began his MFA career as a college intern, building upon a previous internship at an M&A firm in Newport Beach. Gary graduated from the University of California, at Irvine, and holds a BA in business economics with a minor in management. When he’s not helping clients, Gary enjoys following the San Jose Sharks hockey team and mountain biking.

Chris joined Morling Financial Advisors in 2019 and serves as a financial advisor. He is responsible for tax and financial planning, and client relationships. Prior to joining MFA, Chris had worked in the wealth management industry for over eight years. Chris graduated from Campbell University, North Carolina with Master of Trust and Wealth Management. He also holds a BB in information management. Chris enjoys travelling around the world, searching for good food, running, hiking, and maintaining an active lifestyle.

Savannah joined Morling Financial Advisors in 2019 and serves as a Financial Planning Associate. She is responsible for financial planning and client services. Prior to joining MFA, Savannah worked as an analyst at 3M. Savannah graduated with distinction from the University of Minnesota - Twin Cities and holds a Bachelors of Science in Business (BSB) in Supply Chain and Operations Management. Outside of the office, Savannah enjoys dancing and cooking.

Will previously consulted for MFA, but joined the team full-time as an Associate Advisor in 2021. He is responsible for financial planning and client relationships. Will has completed his Certified Financial Planner™  coursework and passed the CFP exam. Prior to joining MFA, Will worked as a software engineer at IBM for 18 years. Will graduated from the University of California, at Davis with highest honors, and holds a BS in Computer Science Engineering. He enjoys gathering with family and friends, as well as fishing and playing basketball.

Leani joined Morling Financial Advisors in 2021 and serves as both an Associate Advisor and Client Service Associate. She is responsible for financial planning and client services. Prior to joining MFA, Leani completed a tax internship at Fiserv and an audit internship at Baker Tilly. Leani graduated from the University of Wisconsin - Milwaukee and holds a Bachelors of Business Administration (BBA) in Accounting and Finance. Leani enjoys painting and watching movies.