Broker Check
Miguel Gonzalez, MBA, AIF, CPFA, CRC

Miguel Gonzalez, MBA, AIF, CPFA, CRC

Managing Partner

 

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®

 

Active Memberships:

  • Estate Planning Council of New York City, Inc.
  • New York State Society of CPAs