Author: Samanda

Samanda Morales (CPFC, CPFI) is a financial wellness expert and wealth-building consultant. An avid entrepreneur, Samanda is also the co-founder of two organizations that offer financial coaching, wealth-building services and money management strategies designed to empower individuals, families and business owners toward financial prosperity using a proprietary online tool she created. Before co-founding her organizations, Samanda worked in finance for nearly 24 years. She led teams at Bank of New York Mellon’s Global Institutional Accounting and Risk Solutions unit. She also managed a team at State Street Corporation in the Mutual Fund Custody and accounting unit. She is a Certified Personal Finance Consultant, Financial Education Instructor, and a member of the CFP Board and the Association for Financial Counseling & Planning Education® (AFCPE®). Samanda is also deeply involved in giving back to the community. She serves on the Salem State University Board of Trustees (her alma mater); she is a member of the North Shore Chamber’s board of Directors, a member of the North Shore Chamber’s THRIVE Advisory Council and serves as a board member of Bethany Congregational Church in Lynn, MA. Samanda also co-leads a Latina women’s group that empowers women through counseling and mentorship.