Sonia Morales, CFP®

Wealth Advisor
Madison, New Jersey

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.

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