
Marden Morales
Financial Advisor
Simplifying Retirement. Personalizing the Journey.
A Passion for Helping Families Plan Their Future
Marden brings a decade of experience in financial services, along with a unique background in electrical engineering and small business ownership. His passion for retirement planning began when he helped his mother and other family members navigate important financial decisions. That experience shaped his commitment to providing thoughtful, personalized guidance and helping individuals and families approach retirement with greater clarity.
Combining Analytical Expertise with Personalized Planning
Marden combines his analytical background with a personal approach to financial planning. By taking time to understand each client’s priorities, he develops strategies aligned with their individual needs and long-term goals.
As an Investment Adviser Representative with a Series 65 registration and Life & Health insurance licenses, Marden develops comprehensive financial plans. He also holds the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services, with specialized knowledge in retirement income planning, tax-efficient strategies, Social Security planning, and risk management.
Building Relationships Through Education and Understanding
Marden believes effective financial planning begins with listening and understanding what matters most. He strives to simplify complex financial concepts through open conversations and education, helping clients make informed decisions about their financial future.
Life Beyond the Office
Marden lives in Sterling Heights with his wife, Jenn, and their two children, Elon and Mahalia. He enjoys traveling with his family, watching movies, and cheering on his children at their activities. Outside of family time, Marden stays active at the gym, enjoys basketball and other sports, and has recently taken up golf.
A Note from Marden:
“My passion for financial planning began with helping my own family. I bring that same personal approach to every client relationship, focusing on education, understanding, and helping individuals make informed decisions about their retirement.”