Miles Kravitz, CFP®
Your Trusted Financial Planner
With a diverse background spanning CPA firms, corporate control, and financial advising, Miles brings extensive expertise to financial planning.
As a Certified Financial Planner Professional™ since 1993, Miles prioritizes a holistic approach tailored to his clients needs, covering everything from retirement and estate planning to risk management and insurance. Specializing in assisting Business Executives, Pre-Retirees, Retirees, and Senior Citizens, he is AHIP-licensed for Medicare needs and hold licenses in Nevada and California for Life and Health insurance.
Schedule a consultation today to embark on you journey toward financial security and peace of mind!
Who We ServeOur goal is to help you pursue and achieve your own objectives, whether you are preparing for retirement, or are already retired. |
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Private Business Owners |
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Retirees |
Strategic Alliances
We believe in the power of collaboration. That's why we've forged strategic partnerships with leading financial institutions, business valuation experts, and investment advisors to deliver unparalleled value to our clients. These partnerships enable us to leverage cutting-edge tools, access best-in-class resources, and tap into a vast network of expertise, ensuring that our clients receive the highest level of service and support.
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Schedule a Consultation
What Our Customers Are Saying
Hear from customers like you.
Miles Kravitz's financial advice has been a game-changer for me. His personalized approach and in-depth knowledge helped me navigate complex financial decisions with ease. I'm now on track to achieve my long-term financial goals.
Bryan Parker, El Dorado Hills, CA
Working with Miles Kravitz was a breath of fresh air. His clear communication style and genuine concern for my financial well-being put me at ease from the start. I highly recommend Miles to anyone in need of expert financial guidance.
John Ziarnick, Sacramento, CA