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Our financial advice team


Stefan L Miranda

Stefan L Miranda

APMA®

Financial Advisor

South Shore Wealth Management
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 6 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Insurance

Interests

  • Spending time with family & friends
  • Cape Cod
  • College & professional athletics
  • Hiking
  • Rock Climbing
  • Travel
  • Volleyball
  • City of Boston
  • State of Massachusetts

Awards & recognition

  • South Shore Wealth Management, Ameriprise Client Experience Award, 2020

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 & 66 Licenses
  • Life, Health and Variable Annuity Licensed

Education

  • Roger Williams University, Bachelor of Science

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

I coach Junior Olympic Girls volleyball for ages 14-18 with the Southern Alliance Volleyball Club based out of Hingham, MA.