Miguel Mejia

Specialized in wealth management and financial planning, offering tailored strategies for long-term client success:

• Wealth Management: Comprehensive plans for preservation, growth, and risk mitigation.
• Retirement Planning: Tax-efficient strategies for sustainable future income.
• Estate Planning: Life insurance integration to efficiently transfer wealth.
• Client Relationships: Building trust and evolving financial plans.
• Community Engagement: Hosting seminars to promote financial literacy.
• Achievements: Earned Executive Council and Pro Rata MDRT qualifications.

Oversee financial operations and lead initiatives to empower the Filipino-American community:

• Financial Leadership: Manage budgeting, reporting, and compliance.
• Strategic Planning: Collaborate with the Board to develop financial strategies.
• Fundraising & Sponsorships: Secure funding for programs and events.
• Community Development: Empower business owners and professionals.
• Advocacy: Drive policy support for the community and small businesses.

Part of a professional community committed to the highest standards of ethics and excellence. Leverage cutting-edge resources, industry insights, and a robust network to deliver tailored financial solutions and holistic planning for individuals, families, and businesses.

• Ethical Financial Planning
• Industry Trend Analysis
• Client-Centered Solutions
• Professional Networking
• Holistic Wealth Management

Help individuals and families achieve financial goals through customized strategies:

• Client-Centered Planning: Tailor solutions to unique needs and objectives.
• Expert Guidance: Provide comprehensive advice on financial products.
• Licensed Agent: Authorized to sell insurance through New York Life.
• Achievements: Earned Executive Council and Pro Rata MDRT qualifications.

Delivered strategic advice and innovative solutions to enhance efficiency and profitability:

• Operational Optimization: Streamlined processes and addressed challenges with bank executives.
• Risk Management: Ensured regulatory compliance while improving financial products.
• Growth & Profitability: Drove measurable improvements through tailored strategies.
• Client-Centric Approach: Built strong relationships as a trusted advisor in banking.

Experienced in Salesforce Admin, CRM, and office management:

• Data Management: Organized files, monitored spreadsheets, and updated reports.
• Office Support: Delivered secretarial and administrative assistance.
• Communication: Handled correspondence to ensure effective client interactions.
• Relationship Building: Fostered cooperative working relationships.

Ensured excellence in operations, team performance, and guest experiences:

• Operational Standards: Maintained quality, procedures, and financial goals.
• Sales Growth: Identified opportunities, boosting customer retention by 75%.
• Team Leadership: Managed and motivated a 15-member team for daily efficiency.