WHO WE ARE

OUR APPROACH

At Corrales & Co., our philosophy is simple: your success is our success. We don’t sell products; we provide tailored solutions with a fiduciary duty to act in your best interest. Our mission is to cultivate long-term relationships built on trust, simplify financial complexities, and guide you toward enduring financial security.

Fiduciary Guidance with a Purpose

As an independent registered investment advisor, we are committed to guiding you through every stage of your financial journey.

Our goal-based approach ensures that every recommendation is tailored to your unique circumstances, helping you make informed and confident decisions.

Comprehensive and Holistic Approach

Our team integrates every aspect of your financial life—wealth management, tax planning, estate planning, and beyond

We collaborate closely with you to develop strategies that align with your goals, ensuring your financial life is cohesive and optimized.
Our role extends beyond advising; we are your partners in building a secure financial future.

Big-Firm Service, Small-Firm Feel

We are small enough to be personalized while large enough to offer world-class resources.

Our clients benefit from comprehensive solutions and cutting edge strategies, all delivered with the responsiveness and care that only a small firm can provide.

Value Proposition

At Corrales & Co., we simplify your financial life with a full range of tailored solutions, from wealth management to cross-border financial planning.

Supportive Team Engagement

Our team is dedicated to open communication and accessibility. We are especially adept at serving a diverse, global clientele.

Culturally Attuned Expertise

We are dedicated to aligning our strategies with the values of our diverse client base, which includes a significant and growing Hispanic/Latino community.

Meet
Luis Corrales,
Our Founder.

THE TEAM

LUIS CORRALES, CExP

LUIS CORRALES, CExP

Founder & CEO

MEGAN MORAN-Nicol

MEGAN MORAN-Nicol

Director of Operations

RENÉ ACUÑA, MBA

RENÉ ACUÑA, MBA

Director of Real Estate Investments

JOSEPH LANDESMAN

JOSEPH LANDESMAN

Senior Investment Strategist

Stephen Adekeye, CFA, CFP, EA

Stephen Adekeye, CFA, CFP, EA

Private Wealth Advisor and Tax Strategist

HSUAN WANG

HSUAN WANG

Senior Client Relationship Manager

Bryant ruano, cepa

Bryant ruano, cepa

Vice President, Wealth Management

ARIELA FUX

ARIELA FUX

Associate Wealth Advisor

ANNA COLLINS-DAVILA

ANNA COLLINS-DAVILA

Client Services Manager

Karla Fitzgerald, CHfc

Karla Fitzgerald, CHfc

Operations and Client Services Associate

Michael Canarick, JD, LLM

Michael Canarick, JD, LLM

Of Counsel, Estate Planning

Mark Madrid

Mark Madrid

Advisory Board – Government Contracting Strategist

Michael Curran

Michael Curran

Of Counsel, Business Succession & Leadership Consulting