MIRAMONTES CAPITAL

Over the past 23 years, I have assisted more than 1,000 retirees through their retirement journeys. Recognized as a top RIA by FA Magazine in 2016, our top priority at Miramontes Capital is to assist our clients in reaching their retirement goals and achieving their most meaningful life. What We do: The better we know a client, the better my team and I can understand their needs and desires, the better we can communicate and perform, and the more likely our clients are to achieve their retirem... ent dreams. Our 3-Step Process is simple: 1: Thoroughly assess your current situation 2. Review your lifestyle goals and ideal retirement 3. Create a customized investment approach for you View our Consumer Guide to learn: - 6 Shocking Misconceptions About Retirement - How to Know When You’re (Financially) Ready to Retire & MORE! (See "Contact Info" on right) Why We Do It: Named a top California advisor by Forbes, our main goal is to give your life meaning, whether that is spending the time with your grandkids, vacationing in Europe, or visiting every ballpark in America. We aim to give you financial security, which will assist in giving you the most meaningful life. Read more in my latest book: “Retirement: Your New Beginning.” Take Your Next Steps: Our financial team is educated and specializes in retirement planning. Named three times in Barron’s “Top Financial Advisors” list, we are proven and can help you live your dream retirement. With our first-class communication and client service models, we help you plan every step of the way, allowing for a smooth transition into the rest of your life.In 2018 Forbes named us to top Advisors In California. We welcome you to attend a workshop or schedule an appointment to help you start your new beginning! - Check out our workshop schedule or schedule an appointment (Refer to "Contact Info")More