Miguel Delgado brings over 15 years of experience in financial planning and wealth management to help his clients reach their goals. With a bachelor’s degree in political science and an emphasis in economics from the University of California East Bay, he is a CERTIFIED FINANCIAL PLANNER™ Practitioner and works as a Fiduciary with his clients. As a CFP®, he donates 20+ hours per year to provide pro-bono financial planning to low income families in need of financial advice.

He specializes in working with owners of privately held businesses and high net worth individuals who are looking for more than just someone managing investments – they need proactive strategies to minimize taxes and protect assets from loss and liability and rely on someone monitoring their progress so they can spend their time and energy doing what they love and do best. His unique approach gets people to think about their financial goals in a way that brings out inspiration, confidence, ownership, and purpose. To get the job done right, he coordinates with the client’s existing team of advisors so that there is a united front around them. If the client does not have an existing team, Miguel can provide recommendations.

On top of his professional life, Miguel is a proud father and husband, and he is passionate about nature; he enjoys hiking, but don’t take it personally if he doesn’t ask you to come along on a hike – he’s a firm believer that a combination of fresh air and solitude lead to great ideas, clarity, and inspiration.