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Miguel Delgado

Phone 925-277-2635
Fax 925-277-2601

Miguel Delgado
David White & Associates
3150 Crow Canyon Place, #200
San Ramon, CA 94583

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Miguel Delgado

David White & Associates
Chapter: Credible Connections

Financial, Financial Services

My BusinessI believe in choosing your destination and being prepared for bumps on the road. I believe people are resilient, they can thrive and succeed, and overcome obstacles along the way. We help people identify and understand their financial destinations, and draw routes that can get them there. You are the driver, we are your Financial GPS. We cover multiple topics ranging from investment advisory, tax qualified investment products, business-to-personal asset allocation, protection products, to full-on comprehensive financial planning.

My Ideal Referral PartnerCPA; Enrolled Agent; Book Keeper; P&C Only Agent; Wedding Planner; Divorce Attorney; Estate Planner; Business Attorney