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 Advisors Blog

Sailing with the Tides

4/17/18 Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-...

10 Things To Do Right Now While Markets Are (Not Really) Tanking

  4/02/18 “This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors have...

Charitable Giving Under New Tax Laws: Understanding the Donor-Advised Fund (DAF)

2/28/18 No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of...

5 Hallmarks of Great Financial Advice

2/12/18 You may think the best financial advice is that which makes you the most money. Think again. You may get lucky on bad advice but at some point, the luck will run out, putting your financial future into jeopardy. Separate the good from the...

Protecting Investment Accounts from Cyberattacks

1/19/18 Hackers have dismantled hospitals, held a North Carolina county’s computer system hostage, and stolen the personal information of basically half of all Americans. And that was just in 2017. Who’s to say they won’t go after investment...