Michael Milam, Financial Advisor, CPA, MAcc
President and CEO
Workers Want to Stay Put in Home Office
In a survey by job listings site Flexjobs, an astonishing 65 percent of pandemic remote workers said they wanted to keep working from home and 58 percent even said they would look for a new job if they would have to return to the office. Only 2 percent said they would prefer to return, while […]
Inheritance Planning Can Help Avoid Headaches
Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce and a host of bad behavior far from the hopes and plans of the benefactor. What happens when you leave what’s probably one of your biggest investments: your individual retirement plan? Did you know that Individual Retirement […]
Do You Have FOMO When it Comes to Investing?
Every day we’re bombarded with reports of what’s hot and what’s not – fueling a fear-of-missing-out (FOMO) on some great investment opportunity. Heck, there is even a new exchange traded fund with FOMO in its name. But a diversified portfolio is a well-known way for you to manage your returns while mitigating risk. The anxiety […]
How Are Workers Preparing for Retirement?
In general, workers seem to begin preparing for retirement almost as soon as they get their first job. However, according to the 2021 Retirement Confidence Survey by the Employee Benefit Research Institute (EBRI), retirement preparations do vary a bit by age group. Retirement Preparations Nearly three-quarters (72%) of workers say that they or their spouse […]
Rising Inflation: Where Will It Go from Here?
In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. Over the previous 12 months, the increase was 2.6%, the highest year-over-year inflation rate since August 2018. (By contrast, inflation in 2020 was just 1.4%.)1 The annual increase in CPI-U — often called headline […]
Michael D. Milam
President & CEO, Financial Advisor
818-749-7201
[email protected]
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Michael D. Milam CPA, MAcc, has been associated with California Financial Partners and LPL Financial for over 18 years. He holds his Series 7 and 66 registrations with LPL Financial. He enjoys working closely with clients to provide comprehensive wealth management.
In addition to providing portfolio management to high net worth clients, Mike brings a unique perspective to the financial planning and wealth management process. His background as a certified public accountant and many years of experience with income, estate, trust and gift taxation, provides his clients with a comprehensive approach to all aspects of financial planning. Because of his unique experience, he brings significant value to his clients.
Mike has spoken nationally on tax planning techniques and the planning process. In addition, Mike has testified as an expert witness in the Los Angeles Superior Court system on income, estate and trust taxation, accounting and finance.
His years of experience with individual, trust, estate, corporate, partnership tax planning and compliance provides him with the necessary tools to assist business owners and individuals through all phases of the financial planning process. He has developed many complex succession plans and sophisticated estate planning strategies. As a trusted advisor, he continually works hard to find strategies to pursue the goals of his clients.
Mike was a founding partner in the firm Milam, Knecht & Warner, LLP, a full service CPA and consulting firm. Mike has a bachelor’s degree in accounting and a master’s degree in taxation and accounting. He began his career at Ernst & Young. He was also a senior vice president and CFO with LCF, a diverse holding and asset management company.
When Mike is not working, he enjoys being with his wife, five children (and their spouses) and 14 young grandchildren. He loves traveling, hiking and fishing. He donates time to various charities and youth groups. He finds that helping others is the key to life.
What you get by achieving your goals is not as important as what you become by achieving your goals.
—Zig Ziglar
Michael D. Milam is a Registered Representative with, and securities are offered through LPL Financial. Member FINRA/SIPC.
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