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Osvaldo R. Morales, JD, MSFS, ChFC, CLU's Email & Phone Number

Creating and Preserving Wealth Since 1965

Osvaldo R. Morales, JD, MSFS, ChFC, CLU's Email Addresses

os****[email protected] Personal Email

Osvaldo R. Morales, JD, MSFS, ChFC, CLU's Phone Numbers

(305) ***-*212 Phone number

Osvaldo R. Morales, JD, MSFS, ChFC, CLU's Work Experience

College Professional Advisors

CEO & Founder

January 2012 to Present

WealthUSA, LLC

Founder & CEO

June 1973 to Present

WealthUSA, LLC

Financial Advisor

February 1990 to Present

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Osvaldo R. Morales, JD, MSFS, ChFC, CLU's Education

The American College of Financial Services

January 1978 to January 1982

The American College of Financial Services

January 1978 to January 1981

The American College of Financial Services

January 1978 to January 1981

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About Osvaldo R. Morales, JD, MSFS, ChFC, CLU's Current Company

WealthUSA, LLC

Frequently Asked Questions about Osvaldo R. Morales, JD, MSFS, ChFC, CLU

What company does Osvaldo R. Morales, JD, MSFS, ChFC, CLU work for?

Osvaldo R. Morales, JD, MSFS, ChFC, CLU works for WealthUSA, LLC


What is Osvaldo R. Morales, JD, MSFS, ChFC, CLU's role at WealthUSA, LLC?

Osvaldo R. Morales, JD, MSFS, ChFC, CLU is Founder & CEO


What is Osvaldo R. Morales, JD, MSFS, ChFC, CLU's personal email address?

Osvaldo R. Morales, JD, MSFS, ChFC, CLU's personal email address is os****[email protected]


What is Osvaldo R. Morales, JD, MSFS, ChFC, CLU's business email address?

Osvaldo R. Morales, JD, MSFS, ChFC, CLU's business email address is osvaldor..morales,jd,msfs,chfc,clu@***.***


What is Osvaldo R. Morales, JD, MSFS, ChFC, CLU's Phone Number?

Osvaldo R. Morales, JD, MSFS, ChFC, CLU's phone (305) ***-*212


What industry does Osvaldo R. Morales, JD, MSFS, ChFC, CLU work in?

Osvaldo R. Morales, JD, MSFS, ChFC, CLU works in the Financial Services industry.


About Osvaldo R. Morales, JD, MSFS, ChFC, CLU

💼 Past Experience

Osvaldo R Morales has been a professional financial advisor and founded andCEO of several companies in the past. Osvaldo has particular experience in retirement, estate planning, small business, and online marketing. He has also been a financial consultant to a number of businesses, including WealthUSA, College Professional Advisors, and Life Insurance. Osvaldo also has experience in marketing, consulting, and finance.


🎓 Education

osvaldo r morales is a financial consultant with over 10 years of experience working with clients in the financial services industry. He was born in 1978 and educated in the United States at the American College of Financial Services, where he received his B.S. in Financial Services in January of 1978. After a few years of experience in the business worldo, he transferred to the School of Business at The American College of Financial Services, where he earned his M.S. in Financial Services in January of 1981. Morales then completed his Master of Science in Financial Services at The American College of Financial Services in January of 1981. After receiving his M.S. in Financial Services, Morales continued his education and completed his CLU in Charterred Life Underwriter at The American College of Financial Services. In his current role, Morales works with clients in the financial services industry and is responsible for various aspects of customer service.


💡 Technical & Interpersonal Skills

Osvaldo R Morales is a CPA who has over 15 years of experience in the financial advisor industry. He has spent his entire career working in a sales and marketing position, and has since developed a knowledge and skillset that is invaluable to businesses and individuals seeking to save money and protect their finances.Outside of work, Osvaldo enjoys spending time with his wife and two kids. He enjoys working on his Ultimate Frisbee team and playing golf.


Osvaldo R. Morales, JD, MSFS, ChFC, CLU’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Osvaldo R. Morales, JD, MSFS, ChFC, CLU's Ranking

Ranked #563 out of 11,254 for Founder & CEO in Florida

Osvaldo R. Morales, JD, MSFS, ChFC, CLU's Personality Type

Extraversion (E), Intuition (N), Feeling (F), Judging (J)

Average Tenure

2 year(s), 0 month(s)

Osvaldo R. Morales, JD, MSFS, ChFC, CLU's Willingness to Change Jobs

Unlikely

Likely

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Osvaldo R. Morales, JD, MSFS, ChFC, CLU's Social Media Links

/in/osvaldormorales
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