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Miguel Horvath, Private Wealth Advisor serving the Miami, FL area - Ameriprise Advisors

Miguel Horvath

CFP®, MSF

Private Wealth Advisor

Horvath Wealth Management

An Ameriprise Private Wealth Advisor

24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 11 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Masters of Science in Finance, Florida International University, Miami, FL, 2015
  • Bachelor of Business Administration in Finance, Florida International University, Miami, FL, 2000

Previous experience

  • Morgan Stanley, Financial Advisor, 2000 - 2002
  • Merrill Lynch, Intern Associate, 1999
  • Ameriprise Financial, Client Service Coordinator, 1997 - 1999

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • FIU Business Alumni Board, Chair 2022
  • FIU Business Alumni Board, Aug 2015- 2021
  • Financial Planning Association of Miami, 2017 President and 2018 Chairman of the Board
  • Financial Planning Association of Miami, Media and Public Relations Director , 2014 - 2016
  • FIU Business School Mentoring Program, Mentor, 2011 - 2017
  • U.S. Southern Command, FPA Financial Readiness Program, Presenter, 2012 - 2017
  • FIU Business School Alumni Association, President 2004
  • FIU Alumni Circle, 2005
  • CFP Financial Planning Days, Miami, Steering Committee, 2009 - 2013

Interests

  • Spending time with the family
  • travel
  • running
  • community participation and volunteering
  • golf
  • technology