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Osvaldo R. Morales, JD, MSFS, ChFC, CLU
Creating and Preserving Wealth since 1965
Osvaldo R. Morales, JD, MSFS, ChFC, CLU, is a seasoned financial professional with over 50 years of experience. Specializing in areas such as retirement income planning, business succession planning, Leverage Planning Solutions, and wealth transfer, Osvaldo has successfully assisted over 2,000 families in achieving their financial goals. With a focus on estate planning, asset protection, and education funding, Osvaldo is dedicated to helping clients at various life stages, from starting a family to approaching retirement.
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Location
Dania, Florida, United States
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CEO, Three Bell Capital
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Wealth Advisor at Springwater Wealth Management, LLC
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See who you know in common with Osvaldo R.