Morgan Pheng

Client Service Coordinator

Morgan joined the Pathview Wealth Advisors team in September 2026 as a Client Service Coordinator. She supports the team with client service, administrative support, and tax administration. She graduated from the University of San Diego in May 2025 with a Bachelor of Business Administration, with concentrations in Finance and Marketing. Morgan hopes to one day become a financial planner and continue growing her career in the financial services industry.

Her industry associations include:

On the Personal Side

When not at work, Morgan enjoys spending time with her friends and family, going to concerts, and staying active. You can find her either taking a yoga class or spending time at the beach. She hopes to explore more of the food scene in Convoy.

Something you might not know about Morgan:

One of Morgan’s proudest accomplishments from college was being inducted into the Alcalá 100, which recognizes 100 graduating seniors who have made a meaningful impact on the University of San Diego community.

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