Miguel Mayagoitia
Financial Advisor
CFP®
Miguel Mayagoitia is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional based in Allworth's Phoenix, Arizona, office. He serves clients locally and across the United States, helping individuals and families develop comprehensive wealth strategies aligned with their long-term goals.
He began his career at an independent Registered Investment Advisor, where he developed a broad foundation in wealth management. He later spent several years at Vanguard, serving high-net-worth households with investment management and comprehensive financial planning before joining Allworth Financial. Today, he takes an integrated approach to wealth management, helping clients coordinate investment, retirement, tax, estate, and legacy planning to make informed financial decisions.
Originally from Nebraska, Miguel earned his bachelor's degree from the University of Arizona. Outside the office, he enjoys traveling, attending sporting events, and spending time with friends and family.
My process begins with getting to know each client on a deeper level: where they are today, what’s important to them, and what they want their financial life to support. That understanding allows me to identify opportunities, uncover potential gaps, and bring everything together into a clear, personalized strategy.
From there, I focus on delivering thoughtful, detail-oriented guidance that evolves alongside each client’s needs. I aim to simplify complex financial matters, helping my clients better understand their options and feel more confident in the decisions they make over time.
Throughout our relationship, my clients can expect an experience rooted in care, consistency, and follow-through. I’m committed to providing high-quality, personalized guidance and ensuring each interaction reflects a genuine focus on their goals and overall experience.
What I enjoy most about being a financial advisor is building lasting relationships and serving as a trusted partner in important decisions. There’s a real sense of fulfillment in seeing clients feel more confident and optimistic about their future.
Having the opportunity to make a meaningful impact and helping my clients align their resources with the life they want to live is what makes this work so rewarding to me.
Being a trusted partner means helping clients navigate important decisions with clarity and care.
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