Mile Wealth Management

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Irvine, CA Financial Planner — MILE Wealth Management MILE Wealth Making It Look Easy MILE Wealth reached full capacity in 2022 and is no longer accepting new ongoing clients or project-based engagements. If you’re having difficulty finding a high-quality fee-only advisor, feel free to reach out. I’m happy to share referrals when possible. AS Quoted in: Everyone Deserves To Be Comfortable With Their Finances There is nothing easy about real wealth management. I use my experience, teaching background, wise use of technology, and "smarts" to work through your financial situation. This leaves you with a greater understanding and comfort level with your finances, so you can focus on what’s important in your life. If you are looking for an advisor, you can check off the boxes: Experienced. I have been a financial advisor for over 20 years. I love this work. Credentialed. I am a long-time Certified Financial Planner (CFP®) practitioner and Accredited Pension Administrator (APA). Fee-only. I never receive commissions or additional compensation based on recommendations. Fiduciary. I proudly act in good faith and in the best interest of clients - always! Planning focused. Investments are only one piece of what I do for clients. (See wealth management section below.) Wise Investment Strategy. Investment portfolios are well-diversified, low-cost, risk-aware, and tax-efficient. Far and away the best prize that life offers is the chance to work hard at work worth doing. Teddy Roosevelt Ab

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