Sonia Morales, CFP®
Designations and Licenses
Sonia is a CERTIFIED FINANCIAL PLANNING™ professional.
Experience and Education
As a wealth advisor, Sonia works closely with clients to develop financial plans and wealth management strategies. Prior to joining the firm, Sonia held financial planning internships at Mid-Atlantic Resource Group, Massey Quick & Co. and Asset Planning Services.
Sonia holds bachelor’s degrees in financial planning and business management from William Paterson University.