About Us

Our Story

At Morales Financial, we don’t believe there is a one-size fits all financial strategy that can meet the needs of every individual! Instead, we focus on helping you reach your unique goals, whether they include a financially secure retirement, the purchase of a vacation home, the sale of a business or planned charitable giving.

We offer a broad spectrum of financial services, from tax planning and accounting services to investment management and insurance analysis, to set you on the road to financial success. By working with us, you’ll get the benefit of our in-depth knowledge and the effective financial strategies you’re looking for – all in one place.

Meet Our Team

We offer more than the ease and convenience of taking care of all of your financial needs in one place. We also offer you broad-based financial experience. That means you can feel confident knowing the decisions you make can help prepare you and your family for the future.

Sarah Gomez


Jorja Williams


John Smith


Jessica Wing

Business Analyst