Miramontes Capital, LLC

Daniel Newman is a CFP® and holds a Series 66 license, currently serving as an advisor at Miramontes Capital, LLC with one year of experience at the firm. He has prior experience with AI Next Now, LLC and CrowdFood Inc. Outside of his advisory role, he has been involved with AI Next Now, LLC since 2020. Miramontes Capital serves individual and high-net-worth clients as well as certain pension and profit-sharing plans, providing portfolio management, financial planning, and 529 account management. The firm uses a combination of fundamental and technical analysis and offers a range of investment strategies, with most assets managed on a non-discretionary basis requiring client approval.

David Boyer is a financial advisor at Miramontes Capital, LLC in Newport Beach, CA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, Boyer serves as an elected trustee for the Rossmoor/Los Alamitos Sewer District and holds leadership positions on the Los Alamitos Unified School District Personnel Commission and the Los Alamitos Chamber of Commerce board. Miramontes Capital serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and 529 account management. The firm uses a combination of fundamental and technical analysis with diverse investment tools, managing most assets on a non-discretionary basis and may engage third-party sub-advisors to implement client allocations.

Martin Lombrano is a financial advisor with Miramontes Capital, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior roles include positions at Balanced Security Planning, Inc., Wealth Management Solution, LLC, Financial Advocates Investment Management, LPL Financial, LLC, and Pence Wealth Management Corporation. Outside of advisory work, he serves as treasurer for the nonprofit Promise Land Living. Miramontes Capital serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management through a wrap fee program, standalone financial planning, and 529 account management. The firm uses a combination of fundamental and technical analysis and a wide range of investment vehicles, with many portfolios managed on a non-discretionary basis requiring client approval.

Noah Sosa is a financial advisor at Miramontes Capital, LLC with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles in education and the food service industry. Miramontes Capital serves individual and high-net-worth clients as well as certain pension and profit-sharing plans, offering portfolio management, financial planning, and 529 account management. The firm employs a combination of fundamental and technical analysis with a range of investment tools, and most assets are managed on a non-discretionary basis with client approval.

Jeffrey Barrera is an investment adviser representative with Miramontes Capital, LLC and holds Series 63 and Series 66 licenses. He has 28 years of industry experience, including roles at Raymond James Financial Services and Tax & Wealth Management, LLC, where he also serves as an enrolled agent and tax preparer. Outside of advisory work, Barrera is the founder and president of Retirement By Design, Inc. and provides notary services. Miramontes Capital serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management through a wrap fee program, financial planning, and 529 account management. The firm uses a combination of fundamental and technical analysis with a broad range of investment tools and manages most assets on a non-discretionary basis with client approval.

Christian Canzone is a financial advisor at Miramontes Capital, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses. He has experience at Fidelity Investments and Northwestern Mutual, with prior roles including work at St. Jude Medical Center. Outside of finance, he operated a photography business for five years. Miramontes Capital serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and 529 account management. The firm uses a combination of fundamental and technical analysis with a diverse set of investment tools, tailoring portfolios to client objectives and often managing assets on a non-discretionary basis.

Michael Remington is a financial advisor at Miramontes Capital, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Balanced Security Planning, Inc., Saxony Securities, Inc., and Purshe Kaplan Sterling Investments, Inc., among others. Outside of his advisory work, he is involved in religious ministry, teaching Catholic confirmation classes and serving on the board of a marriage counseling organization. Miramontes Capital serves individual and high-net-worth clients, as well as certain pension and profit-sharing plans, providing portfolio management, financial planning, and 529 account management. The firm employs a combination of fundamental and technical analysis with a variety of investment tools and manages most assets on a non-discretionary basis, requiring client approval for many investment decisions.

George Gopiao is a financial advisor at Miramontes Capital, LLC with 33 years of industry experience. He holds a Series 63 designation and has worked at firms including B. B. Graham & Company and LPL Financial. In addition to his advisory role, he operates as an independent insurance agent. Miramontes Capital serves individual and high-net-worth clients as well as certain pension and profit-sharing plans, offering portfolio management through a wrap fee program, standalone financial planning, and 529 account management focused on mutual fund portfolios. The firm combines fundamental and technical analysis with a variety of investment strategies, managing most assets on a non-discretionary basis with client approval.

Isidro Miramontes is a financial advisor at Miramontes Capital, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including American Trust Investment Services and Saxony Securities. Miramontes is also the author of two books on retirement and income generation and serves as president of Advisors Master Class, a program that coaches advisors on marketing their firms. Miramontes Capital serves individual and high-net-worth clients as well as certain pension and profit-sharing plans, offering portfolio management, financial planning, and 529 account management. The firm uses a combination of fundamental and technical analysis with a broad range of investment tools, tailoring portfolios to client objectives and risk tolerance.