Partner in Purpose-Driven Wealth
Eli Morgan
About her
She has helped over 800 clients across 17 countries take control of their financial destinies.
🤝 Meet Eli Morgan
Eli Morgan is a certified financial advisor, financial educator, and trading expert with over a decade (12+ years) of experience in personal finance, trading, and wealth education. She is described as more than a financial advisor; she’s a partner in designing a financially fearless future.
Her journey into finance was forged through real-world experience, trial and error, and a desire to break generational cycles, not in boardrooms.
🧠 Eli's Core Areas of Expertise
- Retirement and pension planning
- Asset allocation and portfolio building
- Wealth preservation and estate strategy
- Credit repair and debt elimination
- Cashflow optimization & emergency funds
- Financial literacy workshops (in-person/online)
- 1-on-1 coaching for beginners and families
- Corporate employee financial wellness programs
- Youth financial bootcamps (ages 16-25)
- Custom finance curriculums for schools/NGOs
- Stock market investing (US & global)
- Forex and crypto market expertise
- Swing and position trading strategies
- Risk management and trade journaling
- Trading psychology and emotional control
✨ What Sets Eli Apart
Experience
12+ years of experience in real financial environments.
Global Reach
Clients from North America, Europe, Asia, and Africa.
Proven Results
Includes debt-free journeys, homeownership, and thriving portfolios.
Approach
Faith + Finance approach rooted in integrity.
Customization
Tailored strategies—no generic plans, ever.
💼 Ways to Work With Eli Morgan
Eli offers a proven path whether you're starting out, rebuilding, or scaling.
Personal money strategy sessions tailored to your life.
A 12-week trading deep dive with live training, accountability, and mindset coaching.
Learn at your pace, covering topics from budgeting to investing and beyond.
Training sessions for companies, churches, schools, and NGOs.
✨ What Sets Eli Apart
Experience
12+ years of experience in real financial environments.
Global Reach
Clients from North America, Europe, Asia, and Africa.
Proven Results
Includes debt-free journeys, homeownership, and thriving portfolios.
Approach
Faith + Finance approach rooted in integrity.
Customization
Tailored strategies—no generic plans, ever.
💼 Ways to Work With Eli Morgan
Eli offers a proven path whether you're starting out, rebuilding, or scaling.
Personal money strategy sessions tailored to your life.
A 12-week trading deep dive with live training, accountability, and mindset coaching.
Learn at your pace, covering topics from budgeting to investing and beyond.
Training sessions for companies, churches, schools, and NGOs.