Paul Miloe has been 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 in Engineering Geology and Hydrology. Paul is a Chartered Retirement Plans Specialist™. His focus centers on personal and retirement planning, life insurance, portfolio management, and senior issues, including long-term care insurance. In addition to his roles as Senior Co-Vice President and 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, have two adult children, and are active community members. Paul enjoys surfing, fishing, mountain biking, and snowboarding.
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More from Paul
Give Your Child A Headstart On Retirement Savings
Earlier this year, we posted an article on our website about the upcoming Trump Accounts for children. That post provided information on how these new
2026 Financial Checklist
As we embark on 2026, double checking to ensure you have your financial affairs in order is always a good resolution. The following are some
The “Free” $1,000 From OBBBA For Children
The passage of the OBBBA (One Big Beautiful Bill Act) contains a provision for a new type of savings account for children. Set to begin
