Meet Your Personal Guides to Financial Success
Our advisors combine more than 175 years of financial experience to help get you where you need to go.
Meet Your Leadership Team
Meet Your Leadership Team
President and Founder
- Over twenty five years of experience in wealth management and insurance services
- Widely recognized as an industry leader and a top advisor in the country
- Built innovative marketing solutions that have been very successful
- Author of two books about retirement income strategies, “Retirement: Your Income Strategy”, and “Retirement: Your New Beginning”
- Sid enjoys spending time with his family, traveling, fitness, reading and connecting people.
- More than 20 years of managing financial accounts
- Investment expertise and innovative planning for high-net-worth clients, business owners, and retirees
- Develops and nurtures successful client relationships through education and guidance, with a goal of providing clarity and balance while reducing stress and allowing clients to enjoy a more fulfilling lifestyle
- Former national and world champion sailor; enjoys weekends coaching youth sailing
Michael L. Remington
- More than 30 years of managing financial accounts
- Expertise includes: retirement planning and management, financial planning and consultation, investment analysis, insurance needs, Social Security and Medicare planning, annuities, and real estate opportunities
- Michael has been married 38 years to his wife Kelly. They enjoy spending time with their four children, traveling, and riding bicycles for relaxation
Director of Finance
- Over 10 years of experience in wealth management
- Expertise at implementing sustainable long-term financial plans and portfolios
- Educates clients on current financial news while adapting portfolio to best benefit their goals.
- When not in the office, Ariana enjoys spending time with my husband and two children
Vice President, Retirement Services
- More than 30 years of creating and managing retirement plans
- Expertise includes: retirement planning, retirement income analysis, annuities
- String direct sales, customer experience, client relationships, financial analysis, fiduciary services, and customer relationship management (CRM)
- Mel enjoys spending time camping and traveling with his family
Director of Operations
- Over 25 years of experience in financial services operations and compliance.
- Facilitates the process of completing all paperwork in a timely fashion with a focus on executing at a high level of customer service.
- Peter enjoys spending time with his family, culinary arts, and restoring old cars.
Case Design Manager
- Over 25 years in financial and advisor services.
- Leads advisor case design and analysis team
- Product discovery, recommendation, and sales advice
- Julie enjoys traveling with her daughter, quilting and cats.
Director, Communications & Marketing
- Over 10 years of experience strengthening communication between advisors and clients
- Organize and implement client social events and webinars to keep clients actively engaged and informed
- Overall communication and marketing direction and strategies
- Sean enjoys spending time with his family and is a Disc Golf aficionado.
- Over 20 years of experience in financial services marketing and advertising
- Creator of content and design to help engage and inform clients
- Implementor of website and multi-media design
- Tech early adopter, mobile phone enthusiast
- 8 years of accounting and financial experience
- Oversees accounts payable/receivable, facilitates meeting minutes, tracks advisor trades and manages correspondence
- Taylor enjoys traveling, spending time with her family and snowboarding
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Miramontes Capital unless a client service agreement is in place.
Securities offered through Balanced Security Planning, Member FINRA/SIPC, Headquartered at 4701 Teller Ave, Newport Beach, CA,92660.
Balanced Security Planning and Miramontes Capital are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.