Noel Vonuelos, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

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

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.