Miguel A. Gomez Garcia
SOPHRONIA WEALTH ADVISORS
El Paso, TX 79902
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CRD#: 5451641
Professional summary
Miguel Angel Gomez Garcia, CFP®, who also goes by Miguel Angel Gomez, Miguel Angel Gomez-garcia, is a registered financial advisor currently at SOPHRONIA WEALTH ADVISORS located in El Paso, Texas.
Miguel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Miguel has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Biography
My official title at Lauterbach is Financial Advisor for Hispanic Investors.
Although that doesn't mean that I only serve Hispanic clients, the majority of my clients are. Why? I'm not sure. Maybe cultural affinity. Maybe language. Maybe because I'm an immigrant. Regardless of the reason, I treat of all my clients with the same dedication and passion to help them acheive their goals without having to worry about the ups and downs of the financial markets.
In addition to being a Financial Advisor, I'm passionate about helping people take the mystery out of personal finance, and was a weekly financial columnist for over two years at El Diario de El Paso and at MVS Noticias El Paso – Ciudad Juárez. My Podcast ("Dinero en Español") has been in the Top 10 of Investing Podcasts in iTunes Mexico, and various other countries in Latinamerica. I've also been a speaker at various community events and I've been a frequent guest on radio, television (Univision El Paso, ABC El Paso, and Telemundo El Paso), print (El Diario de El Paso and El Paso Times) and online publications (Yahoo! Finance and International Business Times) discussing topics such as investing, planning for retirement, budgeting and more.
Before moving to El Paso in 2007, I lived in Queretaro, where my family still lives.
I enjoy my spare time with my wife and kids and our three Scottish Terriers.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Financial Psychology/Coaching
Investment Advice with Ongoing...
Medical Professionals
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Miguel Angel Gomez | Miguel Angel Gomez-Garcia
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Miguel Angel Gomez Garcia creates and distributes podcasts, educational programs and other materials and non-advisory Financial Coaching Services through Dinero Coaching, LLC. These activities account for approximately 40%% of his time during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Miguel Angel Gomez Garcia's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
May 7, 2024 - Present
SOPHRONIA WEALTH ADVISORS
Office #1: 311 Montana Ave Ste. A2-12, El Paso, TX 79902RIA
CRD#: 329967
El Paso, TX
Past
October 28, 2009 - March 20, 2024
LAUTERBACH FINANCIAL ADVISORS, LLC
RIA
CRD#: 114431
EL PASO, TX
Past
January 12, 2009 - October 15, 2009
INVESTORS CAPITAL CORP.
RIA
CRD#: 30613
EL PASO, TX
Past
November 29, 2007 - October 15, 2009
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
EL PASO, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/6/2025)
IAR
Texas(5/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SW
SOPHRONIA WEALTH ADVISORS
SOPHRONIA WEALTH ADVISORS | SOPHRONIA WEALTH ADVISORS, INC.
CRD#: 329967 / SEC#:
California
Registered Investment Advisory firm - (5/6/2025 Approved)Texas
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Contact information
Main Address
311 Montana Ave Ste. A2-12, El Paso, TX 79902
Mailing Address
Phone number
(949) 695-8533
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 6,533,354 |
Red Flags
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Company Information
SOPHRONIA WEALTH ADVISORS
CRD#: 329967El Paso, TX 79902TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
