Our Firm

Albitz/Miloe & Associates, Inc. has been a trusted Registered Investment Adviser in Southern California for over 40 years. In 1981, Phil Albitz and Chris Miloe partnered and began advising clients on investments and financial planning. Today, our firm consists of five Investment Advisors working as a team with experienced support personnel to provide clients with the highest level of service.

Phil Albitz
 CFP®
Paul Miloe
CRPS®
Clete Albitz
CFA, CFP®
Vance Albitz
CFP®
Sylvia Salguero
Financial Adviser
Paula Burton
Administrator
Mark Albitz

Treasurer

Ana Orosco

Administrator

Velma Albitz
Barbara Miloe
Chris Miloe
 MBA

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