Client Login
Client Login

About WellFin360
Empowering Your Financial Journey

Financial wellness should go beyond dollars and data. At WellFin360, it’s about empowering you to feel confident and in control of your financial future.

As a fee-only firm, we don’t earn commissions, our guidance is always in your best interest, and with our unique 360° model, we go beyond traditional advising by blending financial planning, investment advisory, and coaching services—all in one place.

Our holistic approach is designed for people often underserved by traditional firms, like young professionals, first-time wealth builders, and small business owners, so you can start building wealth and peace of mind, without needing to be wealthy first.

Why I Started WellFin360

“Money influences so much of our daily lives, yet too often people feel overwhelmed, intimidated, or unsure where to begin. I wanted to change that.”

– Samanda Morales, Founder

With more than 20 years of experience as a financial advisor and coach, I’ve seen firsthand how empowering it is when someone feels in control of their money, whether they’re starting out, running a business, or planning for the future.

My mission is simple: to make financial guidance more accessible, approachable, and meaningful, helping you turn your goals into action and your questions into clarity.

A Partnership Built on Trust, Education, and Empowerment

At WellFin360, we don’t just offer advice. We build ongoing relationships that keep you supported and accountable, so your financial life can keep evolving as you do.

Whether you’re navigating student loans, planning your family’s future, separating business and personal finances, or simply wondering where to start, we’re here to help you see the full picture, make informed choices, and feel confident every step of the way.

Ready to Start Your Journey?
Book Your Free Discovery Call