Client Advisory

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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