Sonia Morales, CFP®

Senior Wealth Advisor

Designations and Licenses

Sonia is a CERTIFIED FINANCIAL PLANNING™ professional.

Experience and Education

Sonia assists in creating personalized, comprehensive wealth plans for clients that include recommendations on asset allocation, risk management, retirement planning, estate planning and tax planning strategies to help clients preserve and maximize wealth. Her passion lies in helping clients meet their specific goals and objectives.

Personal Interests

In her spare time, Sonia regularly volunteers at the community food bank of New Jersey and enjoys hiking and camping with her chocolate labrador Lily.

Sonia’s Office

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