CFP® , CDFA® – Partner

Evan Miller has been working in the Investment Advisory industry since 2003 managing assets of affluent individuals and pension plans. He earned his degree in Business & Economics at the University of California at Los Angeles. In 2008, Evan earned the professional credential CFP®, or CERTIFIED FINANCIAL PLANNER™. He is also a CDFA® or Certified Divorce Financial Analyst®. As a CDFA®, he specializes in helping people who have gone through or are going through divorce to coordinate their financial affairs and gain control of their financial lives using a highly consultative Wealth Management process. Evan also specializes in helping small businesses design tax efficient pension plans. From the outset Evan was drawn to the client-centric fiduciary model that fee-based advisory services provided and joined forces with Fields Financial Associates, Inc. He would later partner with the founders of Fields Financial Associates to form FMB Wealth Management. When he is not helping clients manage their wealth, Evan likes to get involved with the community. He is a founding member of the Conejo Valley Estate Planning Council and is currently serving as the CFP Chair. Evan is also a big supporter of P.O.R. (www.pantsoffracing.com), an organization that helps pancreatic cancer victims and supports their battle against the disease, not only for the individual, but their family as well. He has been a Big Brother for many years and is very active in the Big Brother Big Sister Organization (http://bbsvc.org/).

 

The FMB Blog

Understand the Ins and Outs of Medicare

11/7/17 If you’re turning 65 soon, it’s time to learn the ins and outs of Medicare, the federal health insurance program for seniors that is run by the Centers for Medicare & Medicaid Services (CMS). Currently, 57 million beneficiaries—or...

4 Key Steps Every Athlete Must Take Before Hiring a Financial Planner or Advisor

10/31/17 Many financial planners dream of landing an athlete or celebrity as their client, but the truth is, not every financial planner has the tools and expertise to handle the complexities of managing a portfolio like this. Most clients have...

7 Estate Planning Mistakes (and How to Avoid Them)

10/24/17 Most people would probably prefer to put off planning for their death. But if you own anything of value—and most people do—then you’ll want to add estate planning to your to-do list soon. An estate plan establishes what will happen to...

Off to College: Books, Bedding and a Power of Attorney?

9/11/17 When your child prepares to head off to college, putting a power of attorney in place for them is likely the last thing on your mind. After all, they’re just about to test the waters of adulthood, of true independence, and there’s so much...

Financial Planning Steps after Losing a Spouse

8/15/17 Nothing can prepare you for losing your spouse. If you have recently been widowed, the world seems to demand rapid response to weighty decisions at every turn. Among the hardships of losing a spouse are legal decisions, financial pressures...