Clete Albitz joined Albitz/Miloe & Associates, Inc. in 2005 and is dedicated to serving clients, specializing in investment portfolio management and retirement income planning. Clete is a CFA® charterholder, CERTIFIED FINANCIAL PLANNER®, and graduated with a degree in Economics from the University of California, San Diego. He enjoys playing baseball, basketball, and coaching youth sports. Clete resides in the South Bay with his wife and their three children.
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More from Clete
Trump Accounts Are Live: A Practical Guide for Families – and the Roth Conversion That Makes Them Worth It
A new IRA for children under 18 went live on July 4, 2026. Here is how the account actually works, how to open one now,
Understanding IRMAA: What It Is, What It Costs, and How to Appeal It with Form SSA-44
A comprehensive guide for Medicare beneficiaries and pre-retirees navigating the Income-Related Monthly Adjustment Amount What Is IRMAA? If you’re enrolled in Medicare and your income
Charitable Giving in 2026: Why Most Donations No Longer Reduce Your Taxes — and What to Do Instead
A guide to donor-advised funds, QCDs, and other strategies that still deliver tax-efficient charitable impact The Problem: Charitable Giving and the Standard Deduction For decades,
