Alicia Morales
CFP, ChFC · Morales Wealth Strategies
About Alicia Morales
Alicia Morales serves retirees and snowbirds in Southern Arizona with comprehensive wealth management that accounts for the unique challenges of living and retiring in the Southwest. Her bilingual practice helps both English and Spanish-speaking clients navigate Medicare, Social Security, and retirement income.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $200,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Estate Planning
Protect your legacy with wills, trusts, beneficiary designations, and wealth transfer strategies for future generations.
Why Choose Alicia?
14+ Years Experience
Proven track record serving clients since 2012
2 Professional Credentials
Holds CFP, ChFC designations
71 Client Reviews
4.8/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Alicia has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Alicia is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Alicia for over 4 years and they have consistently delivered excellent advice. Their expertise in Wealth Management has saved us thousands.
Location
Tucson, Arizona
Map integration available on request
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