Our team is composed of experienced professionals who enjoy working closely with our clients and with each other. We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.
CPA Morling Financial
Peter founded Morling Financial Advisors in 1999 and serves as a Managing Partner. He is responsible for providing strategic direction. Peter remains a managing member of MFA. 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. Away from MFA, Peter is a managing partner of Morling & Company, is a co-managing partner of Commerce Solutions, and is CEO of Systems Integration Solutions.
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.
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 training for the next swim race and researching the best activity or curriculum for her kids.
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 family, drinking craft beer, volunteering with his church, reading, hiking, diving, and traveling.
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.
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 non-profits and NGOs. Victor attended William Jessup University. Victor spends his free time enjoying good coffee and food with friends, hanging out at the local Crossfit box, and rooting for the Golden State Warriors and 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 quality time with her husband. Together, they also volunteer as coordinators for Dave Ramsey’s Financial Peace® University at their church.