Sonia Morales, CFP^®

Designations and licenses

Sonia is a CERTIFIED FINANCIAL PLANNER™ professional and holds a life insurance license in the state of New Jersey.

Experience and education

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

Sonia holds bachelor’s degrees in financial planning and business management from William Paterson University.

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.