Noel Vonuelos, CFP®

Senior Wealth Advisor, Director

Newport Beach, CA

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNERTM

 

Work Experience

  • Joined MAI in 2024 and specializes in building comprehensive financial plans for high net worth individuals and families.
  • Prior to joining MAI, he was a Wealth Advisor at Mariner Wealth Advisors where he provided proactive tax guidance, estate plan reviews, and investment management to complement the client’s overall financial plan.
  • Prior to Mariner, he worked as a Senior Financial Planner at Goldman Sachs where he provided financial plan guidance to corporate executives.

 

Life Outside of MAI 

  • In his free time, he enjoys spending time with his wife, Lyna, and their 2 young kids. They typically like to spend their weekends exploring parks, museums and food places.

 

Education

  • University of California, Irvine, BA in Business Economics
  • University of California, Irvine, MBA

 

We look forward to learning about your financial goals.

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