Author
Author
Biography, expertise, and speaking focus for Morgen Rochard, CFA, RLP.
Morgen Rochard, CFA, RLP
Financial planner, writer, and educator
Morgen Rochard, CFA, RLP, is a financial planner, writer, and educator focused on helping families build resilient, values-aligned lives in a world of monetary uncertainty.
Morgen Rochard, CFA, RLP, is the founder of Origin Wealth Advisers, a fee-only registered investment advisory firm founded in 2014. Since 2016, she has advised clients on integrating bitcoin into practical financial planning, including custody and multisignature design, retirement and cash-flow planning for volatile assets, tax and estate considerations, and systems that remain usable over time. She hosts the Bitcoin for Advisors and Money Owners podcasts, speaks at industry conferences, and is the author of Personal Finance QuickStart Guide and Bitcoin Personal Finance.
Morgen’s work centers on long-term thinking, personal responsibility, and bitcoin as a tool for savings, sovereignty, and generational continuity.
Speaking and discussion topics
- Bitcoin financial planning
- Custody and family continuity
- Retirement planning with bitcoin
- Tax and estate considerations for bitcoin holders
- Advising bitcoin-owning clients