With over 20 years of experience, Miguel is a Director, Senior Financial Advisor with FIG Capital. As a wealth advisor, Miguel focuses on helping families achieve their goals through his purpose driven process with a primary emphasis on investment planning and investment advisory. He also has extensive experience in the area of employee compensation via corporate stock plans, restricted stock units and employee stock purchase plans.
Miguel’s approach to financial advice begins with your life goals and is designed to help you live the one life you have the best way you can, striving to minimize undue financial sacrifice or overexposure to risk. He also understands that along the way, life happens and therefore client’s goals and investment plans are active and continuously changing. To that affect, Miguel reviews and can adjust recommendations based on these changes. He covers every aspect of his client’s financial life, including investment planning, college planning, assets, liabilities, and cash flow.
Having grown up in Mexico City, Miguel is fluent in Spanish and brings a distinct perspective to his practice with his bi-lingual and bi-cultural background. Prior to moving to the Bay Area, Miguel lived in San Diego, CA to which he still has a strong connection as all his immediate family still resides there.
Miguel currently resides in Pleasanton, CA and while not working, he enjoys spending time with his wife Julie who has been teaching at the local elementary school for over 20 years and his two high school kids, Mateo and Sofia who play football, soccer and lacrosse. Miguel also enjoys being active at the gym, playing tennis and spending time on some of his hobbies, which include wine, cars, travel, and continuous research of world events.
CA Insurance License #0C47737. Resident state CA.