Miguel Gonzalez, MBA, AIF, CPFA, CRC, PPC

About me:

Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, overseeing investment of funds, and designing retirement plans. 

• Previously served as a financial advisor at JP Morgan Chase Bank, Global Private Client Group of Merrill Lynch, and ING Financial Advisors.
• Former consultant for Barbara Corcoran Inc. and the World Bank 
• Earned MBA from Columbia Business School
• International Foundation of Retirement Education, New York State Society of CPAs and Estate Planning Council of New York City
• Life and Health insurance licenses. Series 7 and 66 registrations held through LPL Financial. 
• Speaks English, Spanish and Russian languages

Certifications:

• Certified Retirement Counselor®
• Certified Plan Fiduciary Advisor® 
• Accredited Investment Fiduciary®
• Professional Plan Consultant®

Client-Focused Strategic Partnership:

Miguel Gonzalez maintains an affiliation with Private Advisor Group (PAG) to deliver clients a comprehensive and sophisticated advisory experience. This relationship combines the personalized service of an independent investment advisor with the capabilities of a premier wealth management platform. PAG furnishes the critical infrastructure — advanced technology, robust operational support, rigorous compliance oversight, and regulatory expertise — that underpins our practice. This enables us to devote our full attention to what is most important: guiding clients toward the successful achievement of their financial objectives.

Barron's "Top 100 RIA Firms" ranking is based on both quantitative and qualitative criteria, including regulatory records, client retention, assets under management, revenue, number of clients and staff, among other factors. Investor experience and investment returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron's for inclusion. The ranking, announced September 15, 2025, reflects data from July 1, 2024, to June 30, 2025. This recognition is not indicative of future performance and may not reflect the experience of all clients.