Morris Financial
Morris C. Esquenazi
Financial Advisor|CFP®
Get to know the team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Morris C. Esquenazi
CFP®
Financial Advisor
My mission is to help you achieve the financial goals that matter most to you, your business, and your family. By taking the extra time to get to know you, together we will build a strong and long-lasting relationship. Since your life will change over time, so will your finances. Together we'll review and update your financial planning regularly so that you feel confident about staying on track.
Morris' Experience and Education
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
I began my financial services career in 2011 and earned the credential of CERTIFIED FINANCIAL PLANNER™ Professional in 2015.
Education
University of Central Florida - Finance
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Investment Planning & Strategies
Retirement Planning & Income Strategies
Multigenerational Planning
Business Planning & Succession
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
