Retirement Planning Guide Book
Miramontes Capital is built on core values, serving clients with trust and integrity. Read more with our simplified Retirement Planning Guide Book as each interaction begins with a detailed analysis of clients’ needs, concerns, and risk tolerances. Helping the planning team to prepare products and services that meet those specific needs.
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About The Author of The Retirement Planning Guide Book
Sid Miramontes is a native of Los Angeles, California, and has lived and worked in the Southern California region for many years. Now a popular author for retirement planning with such titles as, Retirement Planning Guide Book.
When he first entered the field of finance, Sid discovered that many large financial firms were ill-prepared to offer client-oriented services to their customers. He knew that a ripe opportunity awaited him. Fast forward 20 years and Sid is now the CEO of Miramontes Capital, an award-winning financial services firm he founded based on his own experiences and his passion for helping others. Miramontes Capital is headquartered in Newport Beach, California, and offers its clients a full selection of highly personalized financial services. By creating financial planning strategies that help clients achieve their goals, Sid and his team have become known in the industry as some of the finest professionals available.
Beginning Sid’s Financial Career
Sid’s march toward personal success began in 1995, when he sought insights into creating his own investment portfolio. After meeting with a financial planner, he learned two aspects that would shape the course of his career and his life itself. First, he learned that he had a keen interest in the financial services industry. Second, he learned that some of the most prominent financial companies used one-size-fits-all solutions to serve their clients. He knew that the industry needed a new voice and a new direction.
Starting as an investment advisor with the global wealth management firm Morgan Stanley Smith Barney, Sid demonstrated his understanding of the financial world, including investment strategies, international money markets, and the dynamics that affected investment performance. His superiors noticed, quickly propelling him through the ranks over a twelve-year period until he was named the firm’s Senior Vice President in 2007.
Armed with extensive knowledge in investment strategy and planning, Sid left Morgan Stanley in 2008 and took a position with UBS, the Swiss multinational financial services company. He was chosen as the firm’s Managing Director of its Wealth Management division, a perfect fit for his talents and his knowledge. As the division’s director, Sid and his team were responsible for client assets exceeding hundreds of millions of dollars. With his extensive experience in the field, he was able to help many of his clients achieve financial freedom.
Retirement Planning Guide Book – Retirement Simplified
2015 was a momentous year in Sid’s career. He had managed to achieve great things as a financial services expert and knew that there was something more to offer to the clients that had come to rely on his expertise. He chose to forge his own path, founding Miramontes Capital in Irvine, California. Immediately, he and his firm were recognized for their commitment to client care. He believes that personalized service is the key to creating long-term relationships between financial advisors and their clients, and recognizes that each client will have his or her own financial goals. By addressing these unique attributes, Sid and his hand-picked team of financial professionals deliver award-winning service. The firm has been recognized by some of the most prestigious publications in the financial industry, including Barron’s and Financial Advisor (FA) Magazine.
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.
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