Myles is a CERTIFIED FINANCIAL PLANNER™ professional with over 14 years of experience providing strategic wealth planning services in conjunction with holistic financial planning. With such a desire to help individuals, families, and business owners, Myles seeks to serve as their “Trusted Advisor,” understanding their unique dreams, wishes, and aspirationsand helping to create a concrete plan as to how to achieve them. Myles helps clarify client goals, suggest changes as needed, and assist in aligning their specific priorities and objectives with a financial plan to achieve major life goals.
Through our strategic financial planning process, we address a client’s entire financial picture while incorporating numerous areas of financial management such as Tax Planning, Investment Analysis, Retirement Planning, Insurance/Risk Management Planning, and Estate Planning, with our aim to create a financial plan to help our clients achieve their goals and to proactively live the life they want. Myles takes the time to understand and know each client’s specific situation to help better serve them and to build long-lasting relationships.
Beyond creating a cohesive financial road map, Myles offers ongoing education and advice, helping clients understand the reasoning behind their financial plan so they may feel more confident in their own financial decision making.
As an independent firm, we don’t have quotas to meet or specific products to sell. Instead, we offer personalized service and develop strategies based on a client’s individual goals and ultimately what they are trying to achieve. We aim to address clients’ needs in a transparent and practical manner while always dedicating ourselves to serving our clients’ best interests.
Whether you are a teacher planning for your retirement, a business owner implementing a retirement plan, a family building your wealth, or a professional starting your first investment portfolio, we look forward to the opportunity to serve you.
Myles is a proud Aggie Alumni, having double majored at the University of California, Davis. It was here at UC Davis studying Economics, with the inspiration from some of his professors, and having been greatly influenced in personal finance as a child by his parents, Richard and Kathy, and grandfather, Dr. Miller, that Myles garnered his love and passion for finance.
Initially, working part-time with his father, Richard, before partnering full-time in 2010, Myles connected his passion for personal finance with his father’s genuine love for helping people. This led to Myles’ current passion and main driver in helping people from all walks of life in connecting with them to uncover their objectives, passions, and beliefs to help them incorporate a strategy to ultimately achieve their financial goals and dreams.
Myles is a long-time resident in Northern California and when he is not in the office, you can find him enjoying time with family and friends, being a father to his first child, Emmy, reading and writing, hiking the mountains of California, and traveling and experiencing new foods.
Myles is heartfelt about working with communities and individuals on financial planning and education to empower individuals in making smarter financial decisions through every stage of life.
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. Myles is committed to helping our clients create financial stability and confidence to provide financial independence within their lives so that they may live their fullest life in retirement.