Building on a legacy of trust since 1981, Albitz/Miloe & Associates, Inc. has proudly served as a Registered Investment Adviser in Southern California for over four decades. What began with Phil Albitz and Chris Miloe is now a cohesive team of five Investment Advisors, supported by experienced personnel, all focused on delivering unparalleled client service.
Contact UsLearn more about an advisor’s background on FINRA’s BrokerCheck
Clearly a Leader
Stay Connected
Stay in the know with our newsletter and blog.
Advisory services offered through Albitz/Miloe & Associates, Inc., a Registered Investment Adviser. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License #0644976), member FINRA/SIPC. Advisory services are also offered through Cetera Investment Advisers, LLC., a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Registered Representatives are registered to conduct securities business and are licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registrations requirements. The information is in this website is for residents of the United States only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the U.S. Paul Miloe - CA Insurance License #0B96159.
A/M ADV 2A 2B w Form CRS | A/M Privacy Notice | A/M Business Continuity | Cetera Important Disclosures and Form CRS | Cetera Business Continuity
© 2026 Albitz/Miloe & Associates, Inc.
