According to a 2016 study conducted by the Consumer Financial Protection Bureau, people who participate in financial coaching have higher levels of financial behavior change and well-being than those who do not. That is why coaching is an essential component of the Worth & Wealth Seminars.
Please note: Financial coaching slots are limited and offered on a first-come, first-served basis. Register today to secure your free session.
Meet Samanda Morales
Samanda Morales, AFC®,CPFWC, CFEI
Samanda Morales is an investment manager, financial advisor, and founder of WellFin360, where she provides personalized financial planning and investment services to professionals, first-generation wealth builders, and business owners. With over 20 years in the financial services industry, including leadership roles at Bank of New York Mellon and State Street Corporation, she simplifies complex financial challenges to empower her clients. As a passionate advocate for financial literacy, she co-founded Ahora Inc., a nonprofit supporting low- and moderate-income individuals, and serves in leadership roles at Salem State University, the North Shore Chamber of Commerce, and other reputable organizations. Samanda enjoys spending time with her family and their Golden Retriever, Bella.
Disclaimer: Your privacy is important to us. All personal information shared during coaching sessions will remain confidential and will not be disclosed to any third parties. However, to help us improve our program and demonstrate its effectiveness to the Office of Economic Empowerment, we may share aggregated, anonymous data that reflects overall trends in financial growth and participant demographics. No personal identifying information will be included in these reports.
By signing up, you are agreeing to this anonymous/aggregated use of data for program development purposes. If you have any questions, feel free to reach out for further clarification