Robert A. Morin

Bob Morin has over 25 years experience in the financial services industry. Prior to starting MPCG, Bob was a Managing Director at Bear Stearns, and also spent a decade at Merrill Lynch. He is a graduate of California State University, Long Beach (CSULB), and has a broad background in leadership, mentoring youths, and participation in athletics. Bob is most proud of his tenure at the Office of Research and Development as the Director of the Annual Fund program where he helped to raise over five million dollars for the academic programs at CSULB.
In addition to being the Director of the Annual Fund, he was also a member of the Dean’s list while he attended CSULB. Bob has served as the Treasurer of the Alumni Association Board of Directors and chaired the finance committee at CSULB. He has also served as an active board member of both public and private foundations, helping to meet philanthropic needs.
Our Process
The Morin Private Client Group serves each client by looking at the totality of your life. We integrate your investment objectives with pressing financial needs and desired aspirations to create an all-encompassing plan. You can count on us to work closely with you in the following manner:
Step 1:
Personal Review
Step 2:
Asset Allocation and Portfolio Planning
Step 3:
Implementing Your Plan
Step 4:
Monitoring and Reporting
Diversification does not guarantee a profit or protect against loss.
Diversification does not guarantee a profit or protect against loss.