As the CEO of the investment company he founded, Sid Miramontes is focused on assisting each client with all of their individual investment and retirement needs. Unlike big investment firms that easily lose sight of their smaller, individual clients, the team at Miramontes Capital is dedicated to helping each client with all of their needs.
When Sid founded Miramontes Capital in 2015, he wanted to be able to offer a suite of investment plan options and services to clients at every level, from high levels executives to school teachers. Miramontes Capital offers individualized plans and services based on the specific needs of the client including retirement planning, investments, financial planning, life insurance and long term care. They also have a team of trust attorneys that handle estate plans and CPAs to handle specific financial investments. In addition to being the CEO and CIO, as an experienced retirement planning specialist, Sid oversees the retirement planning division of Miramontes Capital.
Miramontes Capital prides itself in providing clients with a first-class and customized service experience to best suit their retirement objectives. The team at Miramontes Capital truly offers personalized service and steadfastly provides portfolio reviews for each client every 30-45 days. This provides them the opportunity to make any necessary adjustments on a regular basis.
Before founding Miramontes Capital, Sid gained his experience working as senior vice president at Morgan Stanley for over twelve years and as a managing director of wealth management for UBS for seven and a half years. Miramontes Capital was listed on the Forbes Best in State Wealth Advisor list in 2018, on the Barron’s Top Financial Advisor list three times, and was named Top Advisor in Orange County by Financial Advisor Magazine in 2017. Sid also authored two books; Retirement: Your New Beginning and Retirement: Your Income Strategy.