Michael Milam

About Michael Milam

Michael D. Milam CPA, MAcc, has been associated with California Financial Partners and LPL Financial for over 1 year. 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 personalized 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 experience, he seeks to bring 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 an experienced advisor, he continually works hard to find strategies to manage the goals of his clients.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 eleven 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.Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Financial Planning offered through California Financial Partners, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit https://calfp.com/

Experience

1. Financial Advisor

   California Financial Partners, Inc

   Jun 2010 — Present · Glendale, CA, US

Education

• Brigham Young University

  Bachelor of Science (BS) | Accounting Emphasis, Accounting, Tax, Business Mangement

  1978 — 1982

• Brigham Young University

  Masters of Accounting and Tax, Accounting, Tax, Business

  1982 — 1984

Skills

• Tax Returns
• Tax
• Management Consulting
• Gaap
• Tax Research
• Business Valuation
• Finance
• Spanish
• Business Planning
• Financial Structuring
• Strategic Planning
• Accounting
• Income Tax
• Asset Management
• Auditing
• Internal Controls
• Financial Analysis
• Quickbooks
• Tax Preparation
• Estate Planning
• Financial Accounting
• Strategic Financial Planning
• Valuation
• Cpa
• Financial Planning
• Corporate Finance
• Corporate Tax
• Business Strategy
• Mergers & Acquisitions
• Entrepreneurship
• Partnership Taxation
• Sec Filings
• Financial Modeling