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We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile

Alyssa Morris, JD
When a client says, “We couldn’t have done this without you.”
My two daughters because they have taught me the power of living in the moment
Laughing with my family and friends
Fly fishing and backpacking in New Zealand with my husband for our honeymoon. We can’t wait to bring our kids there to experience the beauty and happiness of that place.
Running. I love where running can take you both physically and emotionally. You can go on a hard run to feel challenged and wiped out or just meander through a trail lazily to feel at peace and connected to nature.
About Alyssa
- Objective: Alyssa's goal is to be a thorough advisor, financial educator, and committed advocate for her clients.
- Snapshot: Alyssa brings over 16 years of diverse financial and legal industry experience as well as her business acumen to her career as an advisor. She was drawn to the personal financial advising field as a way to combine her love of finance with her desire to help others. She feels lucky to have a financial career where she can have a true impact on lives and help others realize their goals and dreams.
Experience
- Wealth Manager, Waypoint Wealth Partners, San Francisco
- Senior Director, SecondMarket, San Francisco
- Vice President, Probitas Partners, San Francisco
- Director, UBS Investment Bank, Leveraged Finance Group, San Francisco
- Corporate Legal Associate, Latham & Watkins LLP, San Francisco
Education
- Georgetown University Law Center, JD
- The Wharton School at the University of Pennsylvania, BS, Economics
Affiliations & Boards
- Secretary of the Board of Directors, Chair of the Strategic Planning Committee, and Member of the Finance Committee of Marin Community Clinics, a multi-clinic network providing vital health services to more than 35,000 insured and uninsured patients annually
- Member, State Bar of California
