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

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...

The Flat-Out Truth

What is a yield curve, and why are stock investors interested in its shape? 8/20/19 A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time. For example, the US...

Wealth and Health

2/8/19 A Four Part Series for Multigenerational Investors on the Relationship Between Your Health and Your Wealth Chapter 1 – More of BOTH is Better! “Early to bed and early to rise keeps a man healthy, wealthy and wise”    Ben Franklin   “...

An Evidence-Based Approach to Sustainable Investing

7/19/18 Part I: Setting the Sustainable Stage                              If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try...