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WELLFIN360
WellFin360 is an independent, fee-only financial planning and coaching firm. It brings together planning, investing, and coaching into one 360° approach.
Overview
WellFin360 is an independent, fee-only financial planning and coaching firm. It brings together planning, investing, and coaching into one 360° approach. The firm is designed for professionals, business owners, young professionals, first-generation and first-time wealth builders, and small business owners.
General information
Firm type
Asset Manager
Principals
Samanda Morales
Founder
Frequently asked questions
What does WELLFIN360's platform actually do?
The firm provides a digital platform that employers offer to their workforce, bundling retirement plan management with broader financial wellness tools such as budgeting, debt tracking, and goal-based savings. The platform emphasizes education and guided decision-making, aiming to improve employee financial health through the workplace benefits channel. Specific plan types, such as 401(k) or IRA administration, are not explicitly detailed in public materials.
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