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, she simplifies complex financial challenges to empower her clients.
What to expect
Before your session
When you register, you’ll choose a session time from the available appointments.
Tip: Write down your questions and have any relevant financial documents handy.
During your session
You’ll talk with Samanda about your financial goals and challenges. She’ll answer your questions and work with you to identify steps you can take.
After your session
You’ll leave with a personalized action plan to help you work toward your financial goals.
Why coaching?
Residents sign up for a variety of reasons, but some of the most common are:
- To improve budgeting skills
- Build savings
- Manage or pay down debt
- Increase their financial confidence
What they're saying
“I’ve never met with a financial coach before, so I was initially nervous and self-conscious. However, meeting with the financial coach put me at ease and made me feel confident in making an action plan.”
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