Our People

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

CEO & Founder



For over 50 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...

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Eddie Mentore




Edward "Eddie" Mentore is a dynamic and seasoned Chief Marketing Officer (CMO) who brings a wealth of expertise in team-building, digital campaign strategy, and high-impact presentations. Known for his deep understanding of market...

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Dr. Julian Aris Ducheine, B.S., DAOM




We want to Welcome our New Financial Advisor in Texas, Dr. Julian Aris Ducheine, B.S, DAOM

Congratulations to Julian Ducheine for been promoted to President of WealthUSA

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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...

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