Spinnaker Investment Group, LLC

Morgan Christen is a CFP®, CFA®, and Series 63 licensed financial advisor with 32 years of industry experience. He is a principal at Spinnaker Investment Group, LLC in Newport Beach, CA, where he has worked since 2016. Christen also works as an independent insurance agent, advising on accident and health, life, and variable contract insurance. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs diversified portfolios primarily through mutual funds and ETFs, combining fundamental and macro analysis with an emphasis on asset allocation and client behavior, and maintains over $1 billion in assets under management.

Anika Wilson is a financial advisor at Spinnaker Investment Group, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Spinnaker since 2020. Prior to joining Spinnaker, she spent five years at Pepperdine University. Spinnaker Investment Group serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a diversified investment approach focused on asset allocation and client behavior, managing over $1 billion in assets and integrating insurance-related products and digital estate-planning tools.

Chase Eagan is a financial advisor at Spinnaker Investment Group, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Cadaret, Grant & Co., Inc., and several other firms. Outside of his advisory work, he has operated Eagan's Regal Evergreens for ten years. Spinnaker Investment Group is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm offers financial planning, discretionary investment management, and retirement plan consulting, focusing on asset allocation and a combination of fundamental and macro analysis.

Eric Frazier is a financial advisor at Spinnaker Investment Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Warmington Residential CA, Inc, Dryject Southwest, Athletic Applications, and The Hood Kitchen Space. Frazier is also licensed as an insurance agent through Spinn Insurance. Spinnaker Investment Group is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm provides financial planning, discretionary investment management, and retirement plan consulting, emphasizing asset allocation with a combination of fundamental and macro analysis.

Anthony Puma is a financial advisor with Spinnaker Investment Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Spinnaker since 2016 and previously held positions at MassMutual Life Insurance Company and Signature Resources Capital Management. From 2016 to 2021, he was involved with Police And Fire: The Fallen Heroes. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management services to a diverse client base, including high-net-worth individuals and various institutional entities. The firm employs a diversified investment approach focused on asset allocation and client behavior, utilizing mutual funds, ETFs, and third-party managed-account platforms, with specialized capabilities in insurance-related products and digital estate-planning tools.

Joseph Stapleton is a financial advisor at Spinnaker Investment Group, LLC with 17 years of industry experience. He holds a Series 66 license and has worked with Spinnaker since 2016 and DMK Advisors since 2017. In addition to his advisory work, Joseph serves as a councilman on the Newport Beach City Council. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs diversified portfolios primarily through mutual funds and ETFs, blending fundamental and macro analysis with an emphasis on asset allocation and client behavior.

Andrew Krongold is a financial advisor with Spinnaker Investment Group, LLC, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He previously worked at Stephen A. Kohn & Associates, Ltd. from 2018 to 2020. Outside of his advisory role, he is an independent insurance agent specializing in accident and health, life, and variable contracts insurance. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes diversified portfolios primarily composed of mutual funds and ETFs, employing fundamental and macro analysis alongside asset allocation and client behavior considerations.