Meet Our Coaches

Why The College Funding Coach?

College funding is one of the most emotionally charged and misunderstood areas of financial planning. I chose to partner with The College Funding Coach® because their education-first approach aligns closely with how I serve families.

As a parent currently navigating the college application process myself, I understand how overwhelming this stage can feel. Between rising tuition costs, financial aid uncertainty, and the pressure to make the right decisions, families often feel stuck or unsure where to turn. My goal is to help parents gain clarity, confidence, and a clear plan while protecting cash flow and long-term financial goals.

The College Funding Coach® provides the structure, tools, and education families need to make informed decisions without sacrificing their broader financial picture.

Area of Focus for Delivering LKS Workshops:

Los Angeles South Bay region
Public and private high schools, parent groups, community organizations, and local businesses

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A Little More About Gregory

Background:
Gregory has spent more than two decades working with individuals and families in financial planning and advisory roles. His experience spans retirement planning, investment guidance, and helping families align financial decisions with long-term goals. Throughout his career, his focus has remained consistent: education, clarity, and building trust through thoughtful, personalized planning.

Professional Accomplishments:

• CERTIFIED FINANCIAL PLANNER™ (CFP®)

• Long-standing advisory practice focused on comprehensive financial planning

Education:

• Bachelor of Business Administration, Loyola Marymount University

Community Involvement:
Gregory enjoys supporting community-based organizations and participating in educational initiatives that provide families with practical, actionable financial knowledge.

When He’s Not Working:
Originally from Los Angeles, Gregory is currently navigating the college application process with his son, Jack. Experiencing this journey firsthand gives him a deeper understanding of the questions and emotions families face. In his free time, he enjoys playing golf, driving cars on racetracks, and spending quality time with family. He also values continuous learning as a way to better serve his clients.

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Gregory Morse is a registered representative with and securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial.
Licenses: Series 7, 63, and 65 | CA Life and Health
View Gregory’s FINRA BrokerCheck Profile
The College Funding Coach is not affiliated with LPL Financial or Perennial Investment Advisors.