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Biography

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.

Learn more about my practice.

Education

  • B.S. in Business Administration with a focus in Accounting, California State University, Monterey Bay
  • Personal Financial Planning Certificate Program, Santa Clara University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant®
  • Enrolled Agent
  • California Life & Health Insurance License
  • Financial Professional member of the California Society of CPAs
  • Co-founder and Board treasurer of Abilities Community Alliance, a non-profit organization
  • Frequent guest speaker at CSU Monterey Bay Careers in Finance speaker event

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Economic and Market Outlooks

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July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.