Anais Morris

Anais Morris

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I take a holistic approach in helping my clients meet their financial goals.

06/06/2026

Let’s talk!

06/05/2026

Graduation is a time for celebration! It's also a reminder college is just around the corner. While college expenses can feel overwhelming, sometimes all it takes is the right financial strategy to pull it off. Need help? Reach out and let's talk.

What is Disability Insurance? | New York Life 05/29/2026

Nobody ever plans to get sick or injured, but with disability insurance from New York Life, you can rest easier knowing that your plans for the future—and your income—remain secure. When you have a moment, reach out and we can talk about your options together.

What is Disability Insurance? | New York Life What is disability insurance? Learn how to protect yourself if injuries happen and its the benefits of disability insurance with help from New York Life.

Individual Disability Insurance | Private Disability Insurance | New York Life 05/22/2026

When it comes to your financial future, isn't it better to make sure all your bases are covered? This Disability Insurance Awareness Month, reach out to learn how individual disability insurance from New York Life can help supplement government programs or enhance your employer benefits, so you can have peace of mind knowing you're fully covered.

Individual Disability Insurance | Private Disability Insurance | New York Life Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

Individual Disability Insurance | Private Disability Insurance | New York Life 05/15/2026

From sickness to injuries, a disabling event can take many forms. That's why we offer customized solutions to better protect what matters most to you. From length of coverage to partial disability riders, reach out today to learn how you can be better protected with New York Life.

Individual Disability Insurance | Private Disability Insurance | New York Life Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

05/07/2026

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

05/06/2026

Just because you’re a small business doesn’t mean you can’t offer big benefits. Contact me to learn how New York Life can help.

Small Business Insurance | Insurance for Small Business | New York Life 05/04/2026

As a New York Life financial professional, I’m committed to helping small business owners and their employees achieve their goals. Click to learn more.

Small Business Insurance | Insurance for Small Business | New York Life Learn how small business insurance from New York Life can protect business owners and their employees with a variety of solutions and services.

05/01/2026

Hope to see you at the Windsor Spring Fling!

04/30/2026

Every financial journey is unique, but learning the basics can help anyone build a stronger future. That’s why I’m excited to offer complimentary workshops for local businesses, nonprofits, and community groups. These are interactive sessions—open to questions, focused on real-life strategies, and meant to empower.
Interested in hosting one? Let’s talk!

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Website

Address


149 Stony Point Road Ste 200
Santa Rosa, CA
95403

Opening Hours

Monday 9am - 2:30pm
Tuesday 9am - 2:30pm
Wednesday 9am - 2:30pm
Thursday 9am - 2:30pm
Friday 9am - 2:30pm