My Commitment to my Clients

  1. To always abide by a Fiduciary standard which includes:

    Duty of Loyalty- To avoid and disclose any potential conflict of interest

    Duty of Care- To have objective data to back up the recommendation made

  2. Confidentiality- The CFP® Board imposes an additional duty to its certificates apart form the Fiduciary Standard which is a Duty of Confidentiality.

  3. To be attentive to your cultural norms and practices

  4. To be always be educating myself in order to provide you with better solutions and strategies

About me

Miguel Morales-Corujo, J.D.*, CFP®, CPFA® is a multi-disciplinary financial planner 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 grandfather’s 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 nation’s 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®)  Miguel helps clients through wholistic planning 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 build lasting wealth and preserve their legacy.

“There is no greater wealth than wisdom, no greater poverty than ignorance; no greater heritage than culture, and no greater support than consultation.” — BJ Klock

Almost 20 years of experience in the financial services industry and 6 years as a registered representative

Licenses:

  • Series 7

  • Series 66 (series 63 and Series 65)

  • Life insurance and Annuities

  • Health and Disability Insurance

  • Property and Casualty (Personal & Commercial Lines)

  • Virginia Notary Commission

Certifications:

  • Certified Financial Planner

Education:

  • Bachelors of Science from Utica College of Syracuse University with two concentrations- Business Analysis (statistics) and Finance (2010)

  • Juris Doctor from Interamerican university of Puerto Rico (2017)

A man in a dark gray suit, white shirt, and blue tie with a silver tie clip, smiling and standing in front of a white wall with paneling.

Certified Financial Planner®

Certified Plan Fiduciary Advisor®

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