Miguel "Mike" Morales

Miguel Morales-Corujo, J.D., CFP®, CPFA® is a multi-disciplinary financial advisor with deep expertise in economics, law, and risk management. With a career spanning banking, investments, insurance, and law, Miguel brings a comprehensive perspective to wealth planning for: - Successful individuals and families (net worth $500K+), with a focus on empowering minority communities. - Middle-market, family-owned businesses, guiding them through succession planning and legacy preservation. - Global citizens with multiple citizenships, navigating complex cross-border financial and estate planning. Miguel began his journey in Puerto Rico, inspired by his grandfathers legacy in financial education. After earning his B.S. in Business Economics from Syracuse University, he joined the family business. Following a life-changing accident, he pursued legal studies, earning his Juris Doctor from InterAmerican University of Puerto Rico and gaining admission to the Pennsylvania Bar. His experience includes advising affluent clients at one of the nations top banks, providing him with a well-rounded understanding of the financial services industry across all three pillars, banking, investments, and insurance. As a Certified Financial Planner (CFP®) professional and Certified Plan Fiduciary Advisor (CPFA®), Miguel helps clients through integrated planning that is designed to reduce complexity, minimize risk, build wealth, and improve tax efficiency. Now based in Roanoke, Virginia, Miguel serves clients across the East Coast from New York to Florida, with a mission to help them reduce risk, improve tax efficiency, and build lasting wealth.