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Biography

Miguel is an associate in the Los Angeles office. He is a Financial Wellness Coach at Cerity Partners’ Retirement Planning Advisory practice. Having recently entered the financial services industry, he seeks to support Spanish-speaking and underserved communities in personal finance.

Prior to joining Cerity Partners, Miguel worked in a food science laboratory. During this time, he acquired valuable analytical and problem-solving skills. However, not long into this endeavor he discovered his true passion for supporting individuals and families in providing financial education. Miguel believes financial education can lead to self-empowerment and endless opportunities.
In 2024, he completed UCLA’s personal finance planning program and plans to become a certified financial planner.

In his spare time, he enjoys exploring national parks, spending time with his family, and supporting his parents’ food business.

Education

  • Bachelor of Science in Biological Sciences from the University of California, Merced.

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.