Newport Beach, CA Office

Gustave Jursch is a financial advisor at Miramontes Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has held roles in business consulting, investment banking, and project management. Outside of advising, he is involved in a tequila company where he provides accounting consulting services. Miramontes Capital offers investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans, with a focus on wrap fee portfolio management and a combination of technical and fundamental investment analysis.

Daniel Newman is a CFP® with seven years of industry experience, currently serving as an advisor at Miramontes Capital, LLC. He has worked at Miramontes Capital since 2026 and has held roles at AI Next Now, LLC and CrowdFood Inc. outside of his advisory career. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers portfolio management through a wrap fee program and employs a blend of technical and fundamental investment analysis across various securities and time horizons.

David Boyer is a financial advisor with Miramontes Capital, LLC in Newport Beach, CA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, Boyer serves as an elected trustee for the Rossmoor/Los Alamitos Sewer District and holds positions on several local boards, including the Los Alamitos Unified School District Personnel Commission and the Los Alamitos Chamber of Commerce. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers a wrap fee comprehensive portfolio program, 529 account management, and utilizes both technical and fundamental investment analysis across a range of securities.

Martin Lombrano is a financial advisor at Miramontes Capital, LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including LPL Financial, Pence Wealth Management Corporation, and Financial Advocates Investment Management. Lombrano serves as treasurer for the nonprofit Promise Land Living. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers written financial plans and portfolio management through a wrap fee program, utilizing both discretionary and non-discretionary investment approaches that combine technical and fundamental analysis.

Noah Sosa is a financial advisor at Miramontes Capital, LLC in Newport Beach, CA, with two years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corp, The Habit Burger Grill, and in educational roles at Granada Hills Charter High School and Robert Frost Middle School. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans, offering 529 account management and a wrap fee comprehensive portfolio program. The firm uses a combination of technical and fundamental investment analysis and manages portfolios primarily through its wrap program and third-party sub-advisors.

Jeffrey Barrera is a financial advisor with Miramontes Capital, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include sixteen years at Raymond James Financial and ongoing leadership positions at Tax & Wealth Management, LLC since 2011. Outside of advisory work, he serves as CEO and President of Retirement By Design, Inc. and provides notary services. Miramontes Capital offers investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm delivers written financial plans and portfolio management primarily through its wrap fee program, employing a combination of technical and fundamental investment analysis.

Christian Canzone is a financial advisor with Miramontes Capital, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Fidelity Investments and Northwestern Mutual. Outside of finance, he operated a photography business for five years. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans, offering 529 account management and a wrap fee comprehensive portfolio program. The firm uses a combination of technical and fundamental investment analysis and manages client portfolios primarily through its wrap program and third-party sub-advisors.

Michael Remington is a financial advisor with Miramontes Capital, LLC, holding a Series 66 designation and over 17 years of industry experience. His work history includes roles at Balanced Security Planning, Inc., Saxony Securities, Inc., and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory work, Remington is involved in religious ministry, teaching Catholic confirmation classes, playing drums in a church choir, and serving on the board of a marriage counseling organization. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers a wrap fee comprehensive portfolio program and manages client portfolios through both discretionary and non-discretionary approaches, utilizing a combination of technical and fundamental investment analysis.

George Gopiao is a financial advisor at Miramontes Capital, LLC with 33 years of industry experience. He holds a Series 63 designation and has worked at firms including B. B. Graham & Company and LPL Financial. Outside of advisory work, he is an independent insurance agent. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers written financial plans and portfolio management through its wrap fee program, employing both technical and fundamental investment analysis across various securities.

Isidro Miramontes is a financial advisor with Miramontes Capital, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at firms including American Trust Investment Services and Saxony Securities, Inc. Miramontes is also an author of two books on retirement and financial success and serves as president of Advisors Master Class, which provides marketing coaching to financial advisors. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers comprehensive portfolio management through its own wrap fee program and utilizes both technical and fundamental investment analysis across a variety of securities and time horizons.