MC2 WEALTH SOLUTIONS - Key Persons
Job Titles:
- Financial Advisor
- Co - Founder of MC
Bob Morales, is a co-founder of MC² Wealth Solutions, LLC. For over twenty-four years, Bob has specialized in assisting individuals, and small to mid-sized companies with investment strategies, financial planning, and retirement preparedness.
Bob began his career with Prudential in 1991, he found his passion and experience best served his clients when he became an independent financial advisor in 1994. He believes customer service is an important part of working with his clients and has built his business on the referrals from existing clients, past clients, and business referrals throughout the Western region.
Bob Morales, is a co-founder of MC² Wealth Solutions, LLC. For over twenty-four years, Bob has specialized in assisting individuals, and small to mid-sized companies with investment strategies, financial planning, and retirement...
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Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.