Morgan Allen is a Financial Advisor at WealthPath Financial, where he works alongside his father, Scott Allen. He joined the firm in January 2026 and works with individuals and families on retirement planning, investment management, and comprehensive financial planning.
Morgan is proud to carry on WealthPath Financial's client-first approach. He believes every financial plan should reflect each client's unique goals, values, and circumstances, so he starts by taking the time to understand what matters most to them. From there, he develops personalized strategies designed to help them pursue their objectives and make informed decisions about their financial future.
Whether someone is just beginning to invest, preparing for retirement, or navigating one of life's important financial milestones, Morgan strives to offer thoughtful guidance, clear communication, and long-term relationships built on trust and integrity.
Morgan and his wife Alissa live in Mapleton, Utah, with their daughter. Outside of work, he enjoys spending time with his family, playing soccer, and cheering on his favorite club, Manchester United. He earned a Bachelor of Science in Software Development from Brigham Young University–Idaho. Morgan holds the Series 7 and Series 66 registrations through LPL Financial and is a licensed Utah Life and Health Insurance Producer.
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