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Miguel Rosas

CFP®
AVP, Senior Wealth Planner
Comerica Wealth Management

Miguel Rosas is a Senior Wealth Planner with Comerica Wealth Management. He collaborates with Senior Wealth Strategists to design comprehensive financial and estate planning strategies tailored to meet clients’ unique needs. With over 10 years of financial experience, Miguel concentrates on analyzing and summarizing data to create comprehensive wealth plans that align with client’s goals, objectives, and estate planning documents, engaging with prospective clients, high-net-worth individuals, and business owners.

Prior to joining Comerica, Miguel was a Financial Planning Specialist with Citibank where he managed client meetings to conduct discovery conversations, discuss planning opportunities, and provide education on various financial planning topics. He would model the client’s current and projected financial situation to illustrate potential asset distribution in alignment with their estate planning documents.

Miguel holds a Bachelor of Arts in Business Administration in Finance from Florida International University in Miami. He is also credentialled as a Certified Financial Planner™ (CFP®). Miguel lives in Tampa, FL with his wife, Amanda, 2-year-old son, Liam, newborn daughter Isabella and their dog Cleopatra. Miguel enjoys traveling, tackling home projects, watching movies and spending time with family.

 

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