Miguel "Mike" Morales

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About 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.

See Disclosures

General Information

CRD#

5896066

Firm CRD#

31029

Insurance License#

1209798; 16294078

Name of Broker/Dealer

Nationwide Planning Associates, Inc

Name of Custodial Firm

Pershing

States Licensed in

VA, NC

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

Spanish

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CPFA, CEPA^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Disability, Health, Annuity, Accident, Casualty, Property, Variable Annuity, HMO, Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250K+

Compensation Methods

Flat Fee, Based on Assets, Commissions

Fee % Based on Assets

Hourly Rate

$300

Education

Business-Economics - Economics

Utica College of Syracuse University
2006 -2010

Juris Doctor - Law

Interamerican University of Puerto Rico
2013 -2017

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893285/paladinregistry-Nationwide-Planning-Associates,-Inc-detailed-disclosure.html

Disclaimer

Representatives are registered through, and securities are sold through Nationwide Planning Associates, Inc., Member FINRA/SIPC, located at 32-16 Broadway, 2nd Floor, Fair Lawn, NJ 07410. Investment Advisory Services are offered though NPA Asset Management, LLC. Insurance sold through NPA Insurance Agency, Inc. agents. Nationwide Planning Associates Inc. and Singularity Financial Planning are non-affiliated entities.

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Paladin Research Report For:

Nationwide Planning Associates, Inc