Miguel A. Delgado, CFP

Miguel A. Delgado, CFP This page is for people interested & . All the information posted is free - click "Follow"

While you are on the move, we want to bring valuable information to you that you can view on your own time. For LinkedIn Page: https://www.linkedin.com/in/migueldelgadocfp/

About Miguel:
Miguel Delgado brings a firsthand awareness to his financial planning process. Recognizing how the last economic downturn affected those close to him, he leverages his 15 years of industry experience to emphasize

asset allocation and tax diversification for his clients. Being independent means he works directly for and with his clients — not a parent institution. He prioritizes goals, taxes, and low-cost investment strategies and believes financial planning is an ongoing process that relies on open communication, ongoing education, and trust. With this belief, he works side-by-side with his clients, adapting his approach to their particular needs. Miguel loves seeing his clients succeed personally as well as professionally — whether that means buying a home, retiring, or taking a business to the next level. A proud husband and father (and former amateur classical guitarist) he also loves to hike, but don’t take it personally if he doesn’t ask you to come along — he’s a firm believer that the combination of fresh air and solitude lead to some of his best ideas.

01/12/2026

It's easy to lose sight of your core values without support. Surround yourself with people who speak truth and help you stay on track. Remember why your family matters.

01/11/2026

My wife taught me this: respect when you hesitate, but understand why. For me, it was fear and insecurity. Learning this changed everything. Tag someone who needs to hear this!

01/10/2026

I didn't realize how much I didn't want to feel like my true and real self. I needed to make a change. What about you? What changes have you done?

01/09/2026

First-generation Americans often face a unique challenge. Balancing Korean values of obedience with American ideals of individualism. It's a tightrope walk! What do you think?

01/08/2026

Dad almost quit after immigrating in the '70s due to lack of opportunity. He was ready to call it quits and head back. Hear more in this emotional story. Share if you relate!

01/07/2026

When my father lost his business, he lost himself. There was a lot of drama in our home caused by me. The need to find a part-time job instilled this disease of me. Have you experienced this?

01/06/2026

A major storm caused a power surge, and then, fire. Outlets popped, appliances shorted, and smoke filled the house. What exactly is happening? Have you experienced this?

01/05/2026

Two DUIs landed him in jail while his wife was pregnant. The consequences were massive. Hear his story and learn from his mistakes. Remember to always drive responsibly!

01/04/2026

I've learned that rock bottoms always have another layer. If I didn't choose to challenge that and dig deeper, I'd be lost. Learn how I found recovery...

01/03/2026

Is it all worth it? We know family, kids, faith, and health are vital. But what's truly most important in our lives? Let's reflect on what matters. Share your thoughts below!

01/02/2026

It's tough when you feel like you're forcing father-son time. Things can change, though. You're not alone! Share your experiences in the comments.

01/01/2026

It's easy to get lost in tasks and plans instead of facing feelings. Help me embrace the human cost. Ask me about where my head is at.

Address

2404 San Ramon Valley Boulevard, Suite 200
San Ramon, CA
94583

Telephone

+19252715028

Website

Alerts

Be the first to know and let us send you an email when Miguel A. Delgado, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category