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Michael Delgado
Business Name:
Edward Jones Investments
Business Description:
I’m Michael Delgado with Edward Jones investments. My team specializes in financial planning and investment management for individuals and business owners. As your financial advisor, it's important that I help you accomplish your financial goals while also being a valuable resource to you and to those you care about. I'm a Southern California native, born in Los Angeles. My family moved from North Hollywood to Pomona in the early 1990s, and then to Upland in the early 2000s where I currently reside today. I have 3 dogs: 2 Siberian Huskies and an Alaskan Malamute who help keep me busy and active. I enjoy an active and outdoor lifestyle--spending my time hiking, camping, and exploring mountain trails with my dogs, and wintertime snowboarding at winter resorts across the western United States. My other hobbies include golfing, chess, running, travel and road trips. I have over 11 years of experience in the financial industry--starting my career at Bank of America. From there, I became a Financial Advisor with Merrill Lynch before coming to Edward Jones. I also hold my CRPC or Chartered Retirement Planning Counselor, which is a financial professional who has earned a specialized designation in retirement planning. This designation, awarded by the College for Financial Planning, indicates expertise in helping individuals and families with their retirement needs, including pre-retirement planning, income management in retirement, and estate planning. I also help with my family business my parents started 29 years ago here in Upland, where we take care of elderly with Alzheimer's and Dementia, and adults with developmental disabilities. I'm also a proud member of the Upland Chamber of Commerce and a Rotarian with the Claremont Chapter of Rotary International. I'm passionate about bringing hard working Professionals structure and stability to their financial path and future, so that they can spend time on what's most important to them. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. I believe it's important for me to invest my time into understanding what you're working towards before you invest your money. I'm here to help you plan for life's expected moments while also making sure you are prepared for life's unexpected moments.

Skills

  • Investment Management
  • Retirement Planning
  • Financial Planning
  • College Savings
  • Retirement Income

Credentials

  • TEAM Member since 2025

Interests

  • Snowboarding, Hiking, Backpacking, Camping, Golf, Chess, Billiards, Running, Exericse

Experience

  • Banking
  • Investment Management
  • Portfolio Management
  • Financial Planning

Languages

  • English

Groups

  • Upland Chamber of Commerce
  • Rotary International Claremont Chapter