Broker Check

Qualifications

Michael Aguirre, a financial advisor with Capital Strategies, began his career as a financial consultant in 1979. He applies his deep financial knowledge to helping clients make informed decisions using a comprehensive, “big picture” approach. With a desired combination of analytical and coaching skills, Michael recommends practical solutions, explains complex issues, and guides clients through implementation and adjustments to maintain investor profile alignment.

Michael seeks to maximize benefits for clients by bringing investments, insurance and education, retirement, estate and tax planning into one financial strategy to minimize gaps that can leave families and businesses under-prepared and under-protected. He seeks input from the tax advisor, insurance agent, attorney and other professionals to enhance the integrity of the plan over the long term. He also ensures that the overall strategy is appropriate for risk tolerance and growth objectives and efficient for diversification, insurance coverage and tax purposes.

Michael is married with two children. He enjoys spending quality time with his family, being involved in the community, doing volunteer work, playing golf and working in the garden.

Education

  • B.B.A. in Accounting from Texas State University

Professional Qualifications

  • LUTCF (Life Underwriter Training Council Fellow)
  • Series 6, 7, 63 & 65
  • Group 1 Insurance

Memberships & Affiliations

  • President - 2015-2016 San Antonio National Association of Insurance and Financial Advisors (NAIFA
  • Member - San Antonio Hispanic Chamber of Commerce
  • Member - Planned Giving Advisory Council, University of Texas Health Science Center at San Antonio
  • Board of Directors - The Lutheran School of Theology, Chicago