Santiago (Santi) Muriel, Cfp®

Santiago (Santi) Muriel, Cfp® Email and Phone Number

Wealth Management Advisor at Northwestern Mutual @ UConn Strong
Santiago (Santi) Muriel, Cfp®'s Location
New York City Metropolitan Area, United States, United States
About Santiago (Santi) Muriel, Cfp®

Santi helps individuals "dump out the box" of all their financial "stuff", and arrange into a comprehensive tax-smart master blueprint. He and his team partner alongside clients to create and implement financial planning blueprints that integrate tax strategy, risk management, wealth management, retirement distribution and estate planning— all under one roof. They serve as quarterback/CFOs for athletes, artists, business owners and entrepreneurs. Reach out for an intro 2nd opinion (no-fee) on your planning if this aligns with your ideal partnership.

Santiago (Santi) Muriel, Cfp®'s Current Company Details
UConn Strong

Uconn Strong

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Wealth Management Advisor at Northwestern Mutual
Santiago (Santi) Muriel, Cfp® Work Experience Details
  • Uconn Strong
    Vice Chairman Of The Board
    Uconn Strong Dec 2020 - Present
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  • Northwestern Mutual
    Wealth Management Advisor
    Northwestern Mutual Dec 2019 - Present
    Milwaukee, Wi, Us
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  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Jul 2018 - Dec 2019
    Milwaukee, Wi, Us
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  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Dec 2017 - Jul 2018
    Milwaukee, Wi, Us
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  • University Of Connecticut
    Student-Athlete Advisory Committee (Board Member)
    University Of Connecticut Aug 2015 - Dec 2017
    Storrs, Ct, Us
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  • University Of Connecticut
    Ncaa Division I Student Athlete (Soccer)
    University Of Connecticut Aug 2013 - Dec 2017
    Storrs, Ct, Us
    Captain 2017 seasonHelped lead team to Conference Regular Season Championship and 3 NCAA tournament runs
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Santiago (Santi) Muriel, Cfp® Skills

Leadership Teamwork Portfolio Management Investments Public Speaking Time Management Team Leadership Wealth Management Financial Planning

Santiago (Santi) Muriel, Cfp® Education Details

  • University Of Connecticut
    University Of Connecticut
    Economics & International Relations

Frequently Asked Questions about Santiago (Santi) Muriel, Cfp®

What company does Santiago (Santi) Muriel, Cfp® work for?

Santiago (Santi) Muriel, Cfp® works for Uconn Strong

What is Santiago (Santi) Muriel, Cfp®'s role at the current company?

Santiago (Santi) Muriel, Cfp®'s current role is Wealth Management Advisor at Northwestern Mutual.

What schools did Santiago (Santi) Muriel, Cfp® attend?

Santiago (Santi) Muriel, Cfp® attended University Of Connecticut.

What skills is Santiago (Santi) Muriel, Cfp® known for?

Santiago (Santi) Muriel, Cfp® has skills like Leadership, Teamwork, Portfolio Management, Investments, Public Speaking, Time Management, Team Leadership, Wealth Management, Financial Planning.

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