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

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...

Are You Prepared for a Market “Correction”?

6/30/17 Before we proceed, let’s get two things straight: First, there is no such thing as a “correction”. When buyers and sellers agree on a price, that is the correct market price. However, there have been and will be large market price declines...

DOL’s Fiduciary Rule Goes into Effect on June 9

6/1/17 After a 60-day delay from its original schedule, the Department of Labor’s (DOL) fiduciary rule – an investor-protection law created under the Obama administration – is now set to go into effect on June 9, 2017. Many investors are wondering...

The Uncertainty Paradox

5/11/17 “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable...