Miguel Noriega

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Oxnard, CA 93036

Credentials

CFP®, Series 66

Industry experience

17 years

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Galen H

CFP®

Newbury Park, CA

Buff Your Finances

It's my mission to make sure that all streamers learn how to run their businesses and manage their personal finances. I want to help you transition from an accidental business owner to someone who acts with intention and knowledge. Most of us weren't taught those skills in school. I see so much potential in all of you and I don't want something as manageable as taxes get in your way. I couldn't find any traditional planning firms working with streamers so I went out and started my own. I have always had an obsession with video games. WoW basically consumed my college life. When I moved halfway across the country for a new job I found my friends in the StarCraft club at work. I watch professional DotA 2 and StarCraft whenever I can. My current addiction is Rimworld. For the credentials: I'm a CERTIFIED FINANCIAL PLANNER™ Professional and have my MBA in personal financial planning. Additionally, I write for StreamerSquare as well as my own blog.

Business exit / sale strategy Tax strategies for small businesses Student loan debt Entertainment Industry Founder/Business Owner Gen Y/Millennials (Born 1980-1995)

Anthony R

CFP®, Series 63, Series 66

Santa Barbara, CA

Fidelity

Anthony Rossi-Berg is the Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through various positions including Financial Consultant, Investment Consultant, and Workplace Planning and Guidance Consultant. His professional experience spans nearly a decade in financial planning and consulting. Anthony holds a California Insurance License, which supports his work in the financial services industry. He focuses on helping clients simplify the complexities of financial planning. Outside of his professional life, Anthony enjoys cooking and baking, golf, reading, and surfing.

Wealth management

John S

Series 63, Series 65

Oxnard Beach, CA

Merrill

John Spruill is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 25 years of experience in financial advising, focusing on areas such as college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, and retirement income. John leverages his background as a former U.S. Air Force Weather Officer and his training to simplify complex financial matters, helping clients achieve clarity and confidence in their financial decisions. John holds a Bachelor of Science degree in Meteorology from Florida State University and an MBA in Financial Planning from California Lutheran University. He is a CERTIFIED FINANCIAL PLANNER® professional and holds several designations including Certified Plan Fiduciary Advisor (CPFA), Retirement Benefits Consultant (RBC), and Personal Investment Advisor (PIA). Additionally, John maintains Series 6, 7, 26, 63, and 65 FINRA registrations and holds Life Insurance and Annuity Licenses. His role as a Senior Portfolio Advisor allows him to build and manage customized investment strategies, often managing portfolios on a discretionary basis through Merrill’s Investment Advisory Program. John is actively involved in his community, contributing to organizations such as the Boy Scouts of America—of which he is an Eagle Scout—and the Ventura County Rescue Mission. He resides in Oxnard, California, with his wife, Karyn. His personal interests include baseball, football, hiking, running, surfing, and swimming.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Family Business

Adonis C

Series 66

Camarillo, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner

Alan S

Series 66

Newbury Park, CA

Edward Jones

General retirement planning Wealth management Hispanic/Latino/Latinx

Giancarlo H

CFP®, Series 66

Newbury Park, CA

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner
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