What We do: The better we know a client, the better my team and I can understand their needs and desires, the better we can communicate and perform, and the more likely our clients are to achieve their retirement dreams. Our 3-Step Process is simple: 1: Thoroughly assess your current situation 2. Review your lifestyle goals and ideal retirement 3. Create a customized investment approach for you View our Consumer Guide to learn: - 6 Shocking Misconceptions About Retirement - How to Know When You’re (Financially) Ready to Retire & MORE! (See "Contact Info" on right) Why We Do It: Named a top California advisor by Forbes, our main goal is to give your life meaning, whether that is spending the time with your grandkids, vacationing in Europe, or visiting every ballpark in America. We aim to give you financial security, which will assist in giving you the most meaningful life. Read more in my latest book: “Retirement: Your Income Strategy.” Awards: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. 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.