Ismael Delgado is a Retirement Plan Advisor within the Employer 401k Division at Cresta Advisors. He is dedicated to helping business owners establish and maintain retirement plans for their companies. Employer sponsored retirement plans play an integral part in an individual’s financial plan, and Ismael helps make the connection between saving through a company plan and the impact it has on an individual’s financial goals.
In his role, Ismael works closely with business owners, their tax professionals, and their internal human resources personnel to diligently manage the employer’s retirement plan. Ismael works to stay abreast of industry regulations pertaining to retirement plans, as it is crucial to not only be proficient in all aspects of a retirement plan but also be able to interpret ever-changing regulatory impact on each plan. He coordinates with various service providers to ensure the retirement plans are compliant, efficient, functioning in the client’s best interests, and progressing towards the plan’s goals.
One of Ismael’s greatest strengths is his ability to foster meaningful relationships, grounded in transparency and integrity. His motivation stems from a desire to increase financial literacy and empower others to plan for their futures. He was drawn to Cresta Advisors’ mission and his current role also gives him the opportunity to educate retirement plan participants to prepare financially for their future.
Outside of his professional life, Ismael is deeply committed to his family. He is particularly passionate about instilling strong moral values and positive life experiences in his children, ensuring they are guided by principles that will serve them well in life. He is proud of his journey from an underprivileged background to becoming a purpose-driven family man. His guiding philosophy is simple: “Live in the present. You can’t change the past, and tomorrow is not promised.”
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