Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Angel De la luz is an investment advisor representative currently registered with Cerity Partners Retirement Plan Advisors. Miguel Angel De la luz has been in the industry since 2014 and has a Series 65 license. The firm offers financial wellness coaching and pension consulting, and manages assets for pension and profit-sharing plans as well as state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Financial wellness coaching
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/18/2024 - Present
Cerity Partners Retirement Plan Advisors (LOS ANGELES CA)
Active
Inactive
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