Bob Morales AIF®
Bob Morales, is a co-founder of MC² Wealth Solutions, LLC. For over twenty-four years, Bob has specialized in assisting individuals, and small to mid-sized companies with investment strategies, financial planning, and retirement preparedness.
Bob began his career with Prudential in 1991, he found his passion and experience best served his clients when he became an independent financial advisor in 1994. He believes customer service is an important part of working with his clients and has built his business on the referrals from existing clients, past clients, and business referrals throughout the Western region.
In 2009, Bob partnered to establish MC2 and changed brokerage firms to join with Triad Advisors, LLC. of Norcross, Georgia. Making this change allowed him greater flexibility to personalize investment strategies for both Individuals and businesses.
Bob’s emphasis is on wealth management and retirement planning. He has extensive knowledge of 401(k) Profit Sharing Plans and works with business owners in establishing new plans as well as existing plans; and if you are an individual and have a 401(k) from a past employer, Bob can assist in rolling the account to an Individual Retirement Account and help you select the right investment for your situation. Known to be a generous supporter of the University of Nevada, Reno Athletics Department, you may see Bob sitting on the sidelines of a home game, whether it’s baseball, basketball or football. He is also an active member of “Rotary”, where members unite at home and across the globe to put our experience and knowledge to work to help communities develop by: promoting peace, preventing diseases, providing access to clean water and sanitation, enhancing maternal and child health, improving basic education and literacy.