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Miguel Carneiro, CFP®

Financial Advisor

Miguel Carneiro, CFP® joins the Connecticut Wealth Management (CTWM) team with over seven years of industry experience. He focuses on the development of financial plans for clients and developing forecast scenarios to stress-test individual plans over time.

Prior to joining CTWM, Miguel worked for Fidelity Investments as a planning consultant, where he collaborated with advisors and clients on developing and maintaining financial plans.

Education & Certifications

Miguel graduated from Southern New Hampshire University with a bachelor’s degree in International Business.

Affiliation & Community Involvement

Miguel is actively involved with his church’s community service outreach, including local and international projects. Additionally, Miguel is passionate about soccer and won the NCAA Division II Men’s Soccer Championship in 2013. He still plays in many leagues across Connecticut and New York.

Miguel enjoys playing the guitar and loves spending time with his wife and their 5-year-old son.

Financial Advisor
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