Miguel Delgado, CFP®

Miguel Delgado brings a firsthand awareness to his financial planning process. Recognizing how the last economic downturn affected those close to him, he leverages his 15 years of industry experience to emphasize asset allocation and tax diversification for his clients. Being independent means he works directly for and with his clients — not a parent institution. He prioritizes goals, taxes, and low-cost investment strategies and believes financial planning is an ongoing process that relies on open communication, ongoing education, and trust. With this belief, he works side-by-side with his clients, adapting his approach to their particular needs. Miguel loves seeing his clients succeed personally as well as professionally — whether that means buying a home, retiring, or taking a business to the next level. A proud husband and father (and former amateur classical guitarist) he also loves to hike, but don’t take it personally if he doesn’t ask you to come along — he’s a firm believer that the combination of fresh air and solitude lead to some of his best ideas.