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DIRECTOR OF FINANCIAL PLANNING

Miguel Gonzalez is our Director of Financial Planning. Away from the office, he is an avid golfer and outdoor enthusiast.

Miguel first joined Napa Wealth Management in 2008 as our Client Operations Manager. After two fruitful years, he took the opportunity to work with several institutional wealth managers in the East Bay Area, gaining valuable insight and experience in financial planning for high net worth clients. He rejoined us in early 2013. He holds the CRPC® (Chartered Retirement Planning Counselor) industry certification and spearheads the financial planning and retirement planning process with our clients.

When not on one of several nearby golf courses, he currently enjoys boating, biking and traveling with his wife Stephanie and their daughter Estelle.

 

 

Want a better understanding of what a wealth manager should be doing for you?

Call us today at (707) 252-1343

 

What Matters Most To You Is What Matters Most To Us.