Miles Kravitz, CFP ®

Miles has an unusual “trifecta” of professional experience:  working with CPA firms;  as a Corporate Controller inside privately-held companies;  and as an Independent Financial Advisor in the financial services industry.   A graduate of Riverside College in 1988 with a major in Accounting, Miles was a staff accountant within regional CPA firms in both Massachusetts and California, during his early years, performing accounting, auditing, management consulting and tax compliance services for individuals and private companies.

Since 1995, Miles has served as a Financial Adviser in the financial services industry and has thrived as a Certified Financial Planner Professional™ since 1993 and is currently a member of the National Association of Insurance and Financial Advisors.

Miles began his career in financial services at Lincoln Financial in 1995, followed by his own Office of Supervisory Jurisdiction (OSJ) as a Branch Manager and Registered Principal. He has also served as the Independent Trustee for multi-generational client families.

Using a very holistic approach, Miles now enjoys coordinating client requirements in the areas of Comprehensive Financial Planning ;  Retirement Planning;  Estate Planning;  Exit/Succession Planning for Private Business Owners;  as well as Risk Management, Asset Protection  and Insurance, when appropriate.

On behalf of his clients, and whenever suitable, he collaborates with various independent associates, agencies, financial institutions, CPAs, attorneys, and other specialists, in order to fulfill client needs and objectives.

Miles prefers to perform a suitable amount of review and analysis of  each client’s current status and goals, before the introduction of any specific products and services, and on a very customized and client-specific basis.