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

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

President & CEO

For over 53 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 expertise includes educating parents with sophisticated strategies in college funding. His firm, WealthUSA, LLC, designs customized strategies to help clients create goals, wealth, and plan for a rewarding retirement. He also provides advise on how to protect their assets.

Mr. Morales holds a Juris Doctor degree as well as a Masters of Science in Financial Services. His professional designations include Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

He also holds certifications in the following areas:

  • Advanced Estate Planning
  • College Financial Solutions
  • Advanced Pension Planning
  • Business Tax Planning
  • Legal Environment Of Business
  • Employee Benefit Counseling
  • Financial Accounting
  • Business Valuation