Broker Check
Nasmi Morales, CFP

Nasmi Morales, CFP

Principal

972-455-9016

972-455-9116

nasmi@summitwealthpartners.com

Nasmi has been working as a financial consultant for more than 14 years. Seven years ago Nasmi partnered with Tom to create SummitWealth Partners. Since then, he has helped build SummitWealth Partners into a successful and reputable firm that clients can depend on. Nasmi works closely with SummitWealth Partners' increasing roster of corporate and private clients, maintaining a focus on their Wealth Management and Retirement Plans. Nasmi aims to provide support and guidance to clients in a constantly changing and challenging environment. With this kind of focus he can prioritize our clients' goals and offer suitable strategies that can lead to their long term success.

Nasmi graduated from Southern Methodist University with a Bachelors of Arts degree in Finance. He also received the Wharton Certificate in Retirement Planning from the University of Pennsylvania. Nasmi resides in North Dallas with his wife, Leigh Ann, their sons, Noah and Morgan, and enjoys spending his time traveling with his family and friends.