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 is a veteran Financial Advisor and chief investment portfolio manager for our managed accounts. Phil is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered in the securities business since 1982. His strength is in stock market analysis, portfolio design, and retirement income strategies. Phil works closely with clients to help them meet their goals and objectives in a personal and professional manner. He is an avid sports fan and spent many years coaching his two sons, Clete and Vance, in basketball and baseball. Currently, he is enjoying playing with and watching his grandchildren Cade, Cora, and Henry as they grow and mature. Phil was born and raised in Southern California and resides with his wife, Velma, in Torrance.
Paul Miloe has been actively working as a financial advisor with Albitz/Miloe & Associates, Inc. since 1996. He graduated from University of California, Santa Barbara in 1994 with a Bachelor of Science degree. Paul is a Chartered Retirement Plans SpecialistSM. His focus centers on personal and retirement planning, life insurance, annuities, college savings plans, and senior issues, including long-term care insurance. In addition to his role as CCO of our firm, Paul is also a Branch Manager for Cetera Advisor Networks, LLC (member FINRA/SIPC). Paul, and his wife, Mary, are lifelong residents of the South Bay, and along with their two children, and are active in their community via sports, school, and community service.
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™ (CFP®), and graduated with a degree in Economics from the University of California, San Diego. He is a member of the CFA Society of Los Angeles, CFA Institute, and enjoys playing basketball, baseball, and coaching Little League. Clete resides in the South Bay with his wife and two children.
Vance Albitz is a CERTIFIED FINANCIAL PLANNER™ professional. Vance specializes in portfolio management and advises on big-picture financial planning for both individuals and families. Vance graduated from the University of California, San Diego, and played baseball in the minor leagues with the St. Louis Cardinals and Los Angeles Angels. He enjoys reading and spending time with his wife Allison, son Henry, and daughter Kit.
Sylvia Salguero joined Albitz/Miloe in 2001, guiding families, especially women and small businesses with the development of investment strategies, portfolio construction, as well as implementing solutions to help meet their goals and objectives. Sylvia has served on committees of various charitable and religious organizations.
Paula Burton is an Administrative Assistant and provides exceptional client service and office support for Albitz/Miloe. She has been with Albitz/Miloe since 2005. Paula is a native of California and currently resides in Torrance with her husband Tracy and two sons Ryan and Aaron. Her hobbies include needlework and quilting.
Mark Albitz has worked for Albitz/Miloe since 2014. His primary focus is on accounting and special projects. Before joining Albitz/Miloe, Mark worked 32 years in the aerospace industry, (Hughes, Boeing and L-3 Communications), as a computer programmer and system manager. Mark was born and raised in Southern California and currently resides with his wife Karen in Torrance.
Ana Orosco joined Albitz/Miloe in 2018. She works closely with Paula as an Administrative Assistant. Together, they provide clients with outstanding customer service and ensure efficient operation of the office. In her free time, Ana enjoys reading and spending time with her husband and three children.
Velma Albitz has been with the company since day one. She retired from her work as an electrical engineer to raise Clete and Vance, and began working part time at Albitz/Miloe writing the many computer programs, spreadsheets, forms, and brochures; many of which are still used today. Today, she continues as an independent contractor with our firm, assisting whenever needed.
Barbara Miloe began working with Albitz/Miloe and Associates, Inc. in 1985. In 2020, Barbara retired from the Firm. Her skill sets of accounting, payroll, and office management helped our Firm grow and prosper over the years. Barbara remains available for consultation and her experience will continue to be a valuable resource to the Firm.
Barbara is not affiliated with Cetera Advisor Networks LLC.
Chris Miloe, co-founder of Albitz/Miloe and Associates, Inc. formally retired from our Firm on January 1, 2021. After a 50-year esteemed career, Chris will finally enjoy a long and well-deserved vacation. Chris has been in the forefront of the financial planning industry since 1968. Over that time, he has provided our clients with the knowledge and skills that can only be gleaned from extensive experience. His dedication and vision have been instrumental to the success of our Firm. Chris has shared knowledge, taught the nuances, and mentored not only the advisors who subsequently jointed our Firm, but numerous others throughout the advisor community in the areas of business, investments, and personal financial planning. We are all indebted to his commitment to our company and especially to his caring attitude in the work he has provided to our clients. Chris has agreed to remain on our Board of Directors and will continue an affiliation as a mentor and consultant.