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Nasmi M. Morales, CFP

Nasmi M. Morales, CFP

Principal at Summit Wealth Partners, CERTIFIED FINANCIAL PLANNERâ„¢ professional, Retirement Planning Specialist

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.

Summit Wealth Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.