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Miguel Carneiro, CFP®

Financial Analyst

Miguel Carneiro, CFP® joins the Connecticut Wealth Management (CTWM) team with over five years of industry experience. He will focus on collaborating with advisors to develop 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

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 3-year-old son.

Financial Analyst
Miguel Carneiro, CFP® Contact Miguel Carneiro, CFP®