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Miguel joined Precision Financial Services in January 2023, bringing with him a wealth of experience and knowledge. As the Operations Specialist, he plays a crucial role in the firm’s daily operations including managing trading, ensuring compliance, and maintaining accurate client records. His efforts are key to the firm’s mission to consistently deliver exceptional service to our clients. In April 2024, he earned his marks as a CERTIFIED FINANCIAL PLANNER® professional by meeting the rigorous standards of education, examination, and ethics set by the CFP Board. Miguel’s journey is built on a strong academic foundation and notable professional experience. Holding both a Bachelor’s and a Master’s degree in Accounting from Fairleigh Dickinson University, he began his career at KPMG LLP. Rising to the role of Senior Associate, he led audit engagements at Fortune 500 companies where he developed audit plans, conducted financial analysis, and evaluated risk management procedures. This background enables him to effectively support the firm’s operations while keeping a keen eye on risk and process improvements.
Outside of work, Miguel is an avid golfer and enjoys playing whenever he can. Golf has taught him the importance of patience, strategy, and perseverance, skills that translate seamlessly into his professional life. Above all, Miguel values the time spent with his wife as they explore new experiences and create lasting memories together. They are eagerly awaiting the arrival of their first child at the end of the year.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
