With more than 21 years of experience in financial planning and investment management, Miguel Gonzalez has the accumulated knowledge and perspective to help you with your financial goals. Miguel understands the dynamics of wealth, how to balance the complex forces at work, and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Miguel will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Miguel strives to create long-term, meaningful relationships with a select group of clients and provides them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investment strategy.
Based on what he learns about you and your goals and an analysis of the current financial markets, Miguel designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.
Miguel began his career in financial services in 2000 and previously spent 14 years in Prudential. He joined Raymond James in 2022 after working at Ameriprise. Today, Miguel provides guidance on retirement planning strategies, family finances, savings for education, investments and more.
A native of Lehigh Valley, Pennsylvania, Miguel resides in Robinson Township, Pennsylvania. He graduated from Penn State University with a Bachelor’s Degree in Business Logistics. He is a member of Pittsburgh Society of Investment Professionals and the Financial Planning Association. Away from the office, Miguel enjoys spending time with his lovely wife and two wonderful daughters. He also enjoys practicing martial arts.
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