Miles B. Amodeo, CFP®, ChFC®, EA

Miles is a Principal wealth advisor for the San Francisco Bay Area with nearly a decade of experience helping high-net-worth families and individuals navigate the complexities of private wealth. With experience spanning public accounting, income tax, investments, and insurance, he holistically supports clients to help them meet their unique wealth goals in alignment with their lifestyle and personal values. He works with a variety of clients including business owners, retirees, highly compensated employees, and families with generational wealth.

Before joining Cerity Partners, Miles was a wealth advisor at a boutique wealth management firm in Silicon Valley serving high- and ultra-high-net-worth clients. Before that he worked as a tax supervisor and wealth manager at a public accounting firm in Monterey Bay. Throughout his career, he has worked with clients to offer customized portfolio management, tax optimization, comprehensive financial planning, philanthropy and legacy planning, retirement planning, cash-flow planning, and risk management.