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Miguel Espinoza | Wealth Advisor

OneAZ Wealth Management is thrilled to welcome Miguel Espinoza as the new Wealth Advisor serving the Prescott and Quad Cities region in Arizona. With over 11 years of experience in the financial services industry, Miguel brings a wealth of knowledge and a commitment to helping individuals and families achieve their financial goals. 

Miguel's financial services career began with Wells Fargo Advisors in 2014, where he developed a strong foundation in financial services banking. Miguel has extensive experience in investments and insurance, holding his Arizona Life, Accident & Health, and Variable Life & Variable Annuity Insurance licenses. He is registered through LPL Financial with his SIE, Series 7, Series 63, and Series 66 securities registrations.  

Miguel takes pride in understanding what is most important to his clients and aligning their goals toward financial freedom. He brings a personalized approach to wealth management, ensuring that each client's financial plan is tailored to their unique needs and objectives. 

“I believe the key to financial success is good planning and the ability to adapt,” said Espinoza. “My priority is to understand what is most important to you and provide guidance to help address your financial goals.” 

In addition to his professional expertise, Miguel enjoys writing music, world travel, soccer, and spending time outdoors with his wife and daughter in Prescott. His passion for helping others and commitment to his community make him a valuable addition to the OneAZ Wealth Management team. 

OneAZ Wealth Management is proud to welcome Miguel Espinoza and looks forward to the impact he will have on members in the Prescott and Quad Cities region. 

About OneAZ Wealth Management

OneAZ Wealth Management is a team of LPL Financial Wealth Advisors and support staff located in OneAZ Credit Union branches across Arizona. OneAZ Wealth Management provides holistic guidance for investing, insurance, retirement, and financial planning strategies to credit union members and the greater Arizona community. To learn more about OneAZ Wealth Management, visit OneAZWealth.com or call (877) 566-0517.  

Tax services are not offered by OneAZ Wealth Management, OneAZ Credit Union, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor.   

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