Miguel Castañeda

Associate Wealth Advisor

2-15 licensed, series 63, 65, 66

09-Miguel Castaneda

Miguel's personal desire is to help others reach their financial goals on the topics of retirement income planning, tax planning, portfolio management and healthcare asset protection. He is an expert at working with county and state employees with Federal or State sponsored retirement plans and pensions. Miguel Castañeda is a retirement income strategist and financial professional at Guerra Financial Group. The financial professionals at Guerra Financial Group share a vision of creating a truly world class educational experience for their clients. He is a regular guest on the radio shows "Vivir Mejor Con Su Dinero" and "Hablando de Dinero Con La Familia Guerra." Miguel holds his life, health and annuity licenses with the state of Florida. He is a candidate for the Series 65, Series 63, and Series 66 licenses (Investment Advisor Representative) as well as the RIP® (Retirement Income Certified Professional) certification.

Before joining Guerra Financial in 2008, Miguel spent four years as an operations and logistics manager for two Fortune 500 companies. He then worked as a lead case manager for Mauro Guerra Financial Network for eight years. Since 2011, Miguel has been one of Guerra Financial Group's educational speakers, providing classes on market performance, retirement income strategies, real estate/mortgages, tax reduction strategies, social security maximization and much more. In his leisure time, Miguel enjoys giving self-improvement seminars (Caminos), singing in a salsa orchestra, playing soccer and boxing. His greatest priority is being a husband to his wife Alejandra.