W. Aubrey Morrow is the President of Financial Designs, Ltd., a financial planning firm. Aubrey Morrow’s expertise in conceptual financial planning is reflected in the firm’s emphasis on estate planning, tax strategies, risk management, investment selection and retirement planning. Aubrey is a Certified Financial Planner™ practitioner and Registered Representative offering securities and advisory services through Independent Financial Group, LLC, member FINRA and SIPC. He is licensed for securities and insurance in the state of California.
Aubrey is a well-known local and national speaker on a myriad of financial topics. He served as the technical advisor and host of the national PBS television series, The Financial Advisors, which addressed financial and estate planning issues. Active in the financial community of San Diego since 1976, Aubrey has been interviewed on local and national television and radio on financial topics. He has served on the Board of Directors of banks and professional societies. He serves as a consultant to local charities and has taught courses on financial planning at both San Diego State University and the University of California San Diego’s Professional Extension and has served on the Financial Planning Program Advisory Board, Department of Finance of San Diego State University. He is also the host of “The Financial Advisors ” Radio Series™ heard throughout Southern California on News Talk Radio AM 600 KOGO.
In addition to previously serving on the Boards of Directors of the San Diego Society of the Institute for Certified Financial Planners, Aubrey is past-President and Chairman of the Board for the San Diego Chapter of the International Association of Financial Planning. He served on the National Board of Directors and the Ethics and Government Affairs Committees of I.A.F.P., the oldest and largest association of financial professionals in the world. Aubrey is the co-author of five books on financial planning and was editor of Financial Advisor Pro, a monthly newsletter for financial advisors published by Harcourt Brace Professional Publishers. He served on several committees of the National Board of Real Estate Investment Securities Association (REISA). He has served as an expert witness in FINRA (formerly NASD) and SEC arbitration cases relating to securities and insurance.
Aubrey is a charter member of Torrey Pines Kiwanis Club and member of the San Diego Estate Planning Council and Planned Giving Roundtable of San Diego. Born in Oxnard, California, he is a veteran officer of the United States Marine Corps and holds a business degree from the University of Southern Mississippi with advanced studies in accounting and economics. He resides with his family in San Diego.