Our People
Osvaldo R. Morales, JD, MSFS, ChFC, CLU, TPCP, RIVP
CEO & Co-Founder
For over 60 years, Osvaldo Morales has been providing expert retirement planning, financial planning, college financial solutions, asset protection and estate planning services to individuals, professionals and business owners. His...
Nicole Corona Pictet, JD, LL.M
Attorney at Law
Mrs. Corona Pictet graduated from the University of Miami School of Law and continued her legal education by obtaining an advanced law degree (LL.M) from the UM. Her practice focuses in the protection of clients' assets and...
Paola Gonzalez-Martino
Financial Advisor - Vice President
Patrick Cotter
President Co-Founder
patrick@cotterfinancialgroup.com
Patrick Cotter Patrick is a dedicated financial advisor specializing in guiding individuals approaching retirement through the complexities of financial planning. With extensive experience in retirement planning, investment management,...