A Key Member of Our Team

Miguel Montoya

Miguel Montoya

Financial Services Associate
Volunteering
Sports
Food
Miguel graduated from Utah Valley University with a degree in Personal Financial Planning and plans to further his education through professional licensing. He brings experience from a variety of fields, including landscaping, teaching, non-profit work, behavioral coaching, and estate planning. Outside of work, Miguel enjoys leading humanitarian projects with the non-profit organization HXP, playing sports with friends, and trying new foods from around the world.

The links below showcase my featured highlights.
Join The Community!

Sign up for our newsletter and learn more.

Financial Education •  Offers & Updates •  Join the Community

Make it simple.
Think Capita.

Made with by Good Riot
Learn More
Services
Disclosures
© 2025 Capita Financial Network. All rights reserved.

All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
‍
Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
‍
© 2025  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.