Unesa Miguel

Client Relationship Manager

Menlo Park

Unesa supports a strong client experience through operational leadership, serving as a key resource to both clients and colleagues.
Unesa joined EP Wealth in 2026 through the partnership with Opes Wealth Management. She has more than 20 years of experience in client service and investment operations. Earlier, she spent over a decade at Cambridge Associates, advancing to Associate Director in Client Service. She earned a B.S. in Applied Economics from the University of San Francisco. Originally from the Philippines, she brings a global perspective and a service-first mindset.
Unesa’s approach is organized, detail-driven, and solutions-oriented. She focuses on clear communication and thoughtful follow-through, believing strong operational support helps create a seamless and consistent client experience.
Unesa lives in San Jose with her husband and two children. She loves traveling and enjoys exploring new cultures as a family. Creating meaningful memories is a priority for her.