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
Chris Miloe
Paul Miloe
Clete Albitz
Sylvia Salguero
Financial Adviser
Vance Albitz
Paula Burton
Mark Albitz
Ana Orosco
Velma Albitz
Barbara Miloe

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