Planning Solutions Group, LLC would like to welcome and introduce two new advisors to our firm’s growing family of advisors. Paul Miguel and Jared Knowles have joined PSG to advise High Net Worth clients and business owners.
Paul Miguel is an Executive Vice President with PSG managing our new retail distribution initiative. Paul leads a team focused on providing comprehensive financial planning and customized portfolio management to families, businesses, and retirement plans. Paul comes to PSG from Creative Planning Inc, where he was a Managing Director and served on the firms Investment Policy Committee. Paul holds the Certified Financial Planner and Certified Investment Management Analyst designations.
Jared Knowles is the most recent Financial Advisor to join PSG and will be working closely with investors, families, and business owners throughout Florida. Prior to Planning Solutions Group, Jared spent eight years with TD Ameritrade as an Investment Consultant. His role was to work with affluent investors addressing their financial needs. From Estate Planning to Portfolio Management Jared exceeded expectations for his clients. It was during his time at TDA that he fell in love with helping clients with tactical wealth management strategies.
Planning Solutions Group (“PSG”) is an independent wealth management firm and we are committed to delivering a financial planning experience that is productive and life-changing. Our best work is derived from our deepest client relationships. We support open and honest feedback, and as such, we expect to build long-term mutually beneficial relationships with our clients.
Our goal is to exceed clients’ expectations in the areas of family wealth management, estate planning, retirement planning, and business succession. Paul and Jared will be supported by a team of licensed professionals whose expertise is the result of years of experience and many cross-disciplinary designations; CFPs, JD*s, MBAs, CRPCs, CFA, CIMA, CMFC, AIF and CLU. Please join us in welcoming Paul and Jared to our team.
*Licensed, not practicing.