Our Firm

Albitz/Miloe & Associates, Inc. has been a trusted Registered Investment Adviser in Southern California for over 35 years. In 1981, Phil Albitz and Chris Miloe partnered and began advising clients on investments and financial planning. Today, our firm consists of six Investment Advisors working as a team with experienced support personnel to provide clients with the highest level of service.

Phil Albitz
 CFP®
Chris Miloe
 MBA
Paul Miloe
CRPS®
Clete Albitz
CFP®
Sylvia Salguero
Financial Adviser
Vance Albitz
CFP®
Paula Burton
Administrator
Mark Albitz
Ana Orosco
Velma Albitz
Barbara Miloe

*Learn more about an advisor’s background on FINRA’s BrokerCheck