We value expertise, and we think you should, too.
That's why we expect our team members to hold the highest level licenses, designations and certifications available to professionals in our industry.
Our professionals have a combined 80 years of experience in accounting, investments, tax preparation and financial planning, because we believe you deserve the best and most competent advice in the industry.
Garrett R. Morgan, CFP®
Garrett Morgan has been in the financial services industry since 1996 and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to founding Fountainhead Wealth in 2005, Garrett worked as a financial advisor for a large multi-national corporation, where he focused on financial planning and investment management. Between 2000 and 2005, Mr. Morgan focused his practice on public employees such as CalPERS members and employees of the US Government, speaking and lecturing regularly to groups as small as 10 and as large as 100.
Mr. Morgan has a love for the financial planning profession and founded Fountainhead Wealth with the express purpose of changing the way financial advice is delivered in the US. He speaks regularly on topics related to money and success.
Garrett is an avid sports enthusiast, playing competitive soccer several times per week and watching any type of sports whenever he can. Garrett lives with his family in Sacramento, CA.
Marc Bacsafra, MS, EA, CFP®
Vice President / COO
Marc Bacsafra has been a financial advisor since 2008 and is a CERTIFIED FINANCIAL PLANNER™ professional. Beginning his career at Fountainhead Wealth, he became a Principal/Partner of the firm in 2012. Prior to becoming a financial advisor, Marc worked for 12 years as a biostatistician for a leading international medical device maker.
Marc graduated from The University of California, Los Angeles in 1997 with a B.S. Applied Mathematics, and from The Johns Hopkins University in 2000 with a M.S. in Biostatistics. His strong mathematical background complements the conceptual analyses often required when evaluating portfolios as part of a client’s financial plan.
Marc is a fitness enthusiast. He is a Boston Marathon finisher, and also enjoys coaching soccer, trail running, and spending as much time as possible outdoors with his family. He is also an active member of Toastmasters International. Marc lives in Sacramento with his wife Jennifer and their two daughters, Sofia and Estella.
Client Service Coordinator
Aryan Manchanda joined Fountainhead Wealth in 2019 as a Financial Planning Intern, where he managed the financial planning process for new and existing clients. His detailed work led to a promotion to Financial Planning Assistant later that year.
Aryan is a second year business student at Sierra College in Rocklin, CA. He plans to transfer to Sacramento State in the spring of 2020, where he will continue his studies in business and finance, hoping to eventually begin a career as a financial advisor upon graduation.
Aryan lives in Rocklin with his family and enjoys fitness, travel and spending time with friends.
Financial Planning Assistant
Albina Popova joined the Fountainhead Wealth team in 2019 as a Financial Planning Intern, where she helped the team with financial planning and tax analysis during the summer after her junior year. She was promoted to Financial Planning Assistant in the fall of 2019 after demonstrating acute analytical and problem solving abilities, as well as an eye for detail.
Ms. Popova is a business student at Sacramento State University and plans to graduate in May 2020. She is passionate about accounting and finance and will pursue a career in both post-graduation.
Albina lives in Sacramento with her family. She plays cello and piano, and enjoys reading classical literature.
Financial Planning Assistant
Christopher Meade joined Fountainhead Wealth in 2019 as a Financial Planning Intern, assisting advisors and executives financial planning and administration. Chris’s attention to detail led to his promotion to Financial Planning Assistant later that year.
Chris graduated from Sacramento State University in 2019 with a Bachelor’s degree in Business Administration with a concentration in Financial Planning. He has a passion for finance and plans to continue working in the financial services industry.
Chris lives in Sacramento with his girlfriend and enjoys hiking, traveling and camping.