David Morgan Senior Employee Benefits Advisor, Shareholder

Before Senior Employee Benefits Advisor David Morgan joined Morris & Garritano over eighteen years ago, he taught at Cal Poly and Mission College Preparatory. His community involvement includes Rotary, Mission College Preparatory Board of Regents, Human Resources Association of the Central Coast, San Luis Obispo Chamber of Commerce Business Council, and Leadership SLO Class XII. He is a member of the National Association of Health Underwriters and the International Society of Certified Employee Benefits Specialists.

David graduated from UC Berkeley with high honors and Phi Beta Kappa. In addition to a master’s degree from Cal Poly, he has earned the Chartered Healthcare Consultant (ChHC™) and Registered Health Underwriter (RHU®) designations from The American College. Also, from The Wharton School and the International Foundation of Employee Benefits Plans, he received the Group Benefits Associate (GBA) designation. He has the Group Benefits Disability Specialist (GBDS) designation from National Underwriter and certifications in Self-Funding and Wellness from the National Association of Health Underwriters. David was one of the first thirty-six people in the country to gain The American College’s Certificate in Healthcare Reform Studies.

His interests are spending time with his kids, surfing, camping, Cal football, swimming, and Central Coast Rhone wines. He is a member of the Dewey Weber Surfboards Competition Team and the Estero Bay Surf Club.

805.543.6887, ext. 343   |   dmorgan@morrisgarritano.com