Craig P. Morgan

Since 1973, I have proudly served a wide variety of clients seeking financial advice and guidance. My experience over the past 4 decades has included working as a stockbroker, wholesaler and financial planner. I graduated from the University of Central Oklahoma with a BBA in Finance/Economics and have since earned a number of advanced certifications including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Wealth Strategists (CWS®) and Retirement Income Certified Professional (RICP®). Today, I seek to grow and pass on my knowledge of the industry and financial planning to the next generation.

In 2020, the opportunity to become a Founder and Lead Planner for Dorado Financial Planning arose. Within my roles, I am directly involved in the operations, training, growth and direction of the firm. It’s with great passion and excitement that I provide unmatched service to our clients with the integration of modern tools that are available for their benefit.

A large portion of my career has been dedicated to working with healthcare professionals, business owners and their families. The primary focus of my practice was qualified retirement plans, wealth accumulation, retirement income strategies, asset protection, risk management and transfer of wealth. From high-net-worth individuals to those just starting out, I strive to develop and manage multi-generational relationships to become my client’s primary trusted advisor.

When I’m not working, my wife, Laura, and I spend our time between homes in Colorado Springs, Colorado and San Jose del Cabo, Mexico. We have 5 daughters, 15 grandchildren and 2 rescue cats. I can also be found on the pickleball courts, as I’m an enthusiastic competitor.

Professional Achievements

• CFP® – Certified Financial Planner™
• CWS® – Certified Wealth Strategists
• RICP® – Retirement Income Certified Professional
• NAPFA-Registered Financial Advisor

Services Include:

• Financial Planning
• Retirement Planning
• Business Planning
• Investment Management
• Insurance Optimization
• Estate Planning & More

Dorado Financial Planning, LLC (“DFP”) is a registered investment advisor offering advisory services in the State of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.