Miguel A. Delgado
- Role
- Senior Wealth Advisor Cfp at Legacy Wealth Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Miguel A. Delgado
Most people don’t hire me because something’s broken. They come because they want…
Experience
Senior Wealth Advisor Cfp
Oct 2023 — Present
Wealth management services to owners of privately held businesses and high net worth individuals.
Skills
- Investment Advisory
- Finance
- Fixed Annuities
- Business Planning
- Comprehensive Planning
- Long Term Care Insurance
- Disability Insurance
- Employee Benefits
- Investment Strategies
- Succession Planning
- Wealth Accumulation
- Return on Investment Analysis
- Leadership
- Estate Planning
- Small Business
- Retirement Planning
- Public Speaking
- Financial Planners
- Life Insurance
- Tax Planning
- Long-Term Care
- Strategic Financial Planning
- Retirement
- Insurance
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