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Tricia Morales

Sonoran Wealth Management

★★★★½ 4.9 (71 reviews)

13+ years of experience

Fiduciary Fee-Only CFPChFC Wealth ManagementEstate PlanningFee Only

About Tricia Morales

Tricia manages wealth for Phoenix's successful professionals and small business owners. Her fee-only model and fiduciary standard ensure advice is always in her clients' best interests.

Office Address

4001 N 44th St, Suite 490, Phoenix, AZ 85018
Phoenix, AZ

Contact Information

Phone: (602) 555-0504

Minimum Investment

$250,000

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