MILES Financial Group is part of an elite leadership team of industry veterans. Through our unique partnerships we are positioned to positively impact the financial futures of thousands of families across the nation. A small family business that puts you and your family at #1. With a variety of expertise and licenses, we’re hear to help you achieve your financial goals.
Meet The Miles Financial Group
BILLIE C. MILES, III
Partner / Co-Founder
Radio Host – MILES Financial Show
Billie C. Miles, III
Partner / Co-Founder
Radio Host – MILES Financial Show
BMiles@MilesFinancialGroup.com
Billie C. Miles, III, is a partner and co-founder of MILES Financial Group. Billie is also a Safe Money & Retirement specialist and Founder/CEO of Milestone Financial and Insurance Services. For over 20 years, Billie has been a recognized leader in the Marketing and Financial Services industries. He is currently licensed by the Department of Insurance in the states of California, Texas, Alabama, and Georgia. He currently resides in California with his wife and two children.
Billie specializes in SAFE money growth and wealth preservation strategies that offer the UPSIDE potential of the stock market while eliminating ANY downside market risk. He teaches his clients how to use advanced planning strategies normally reserved for the wealthy, to help reduce, defer, and even eliminate their taxes. Billie and his team have helped families across the country grow and protect millions of dollars with no risk of losing their hard-earned principal due to market volatility. Most importantly, these strategies provide clients with peace of mind and a guaranteed lifetime income they will never outlive.
PATRICK B. MILES, SR. – MBA
Partner / Co-Founder
Investment Advisor Representative
Patrick B. Miles, Sr. - MBA
Partner / Co-Founder
Investment Advisor Representative
PMiles@MilesFinancialGroup.com
Patrick B. Miles, Sr., is a partner and co-founder of MILES Financial Group. Patrick has over 20 years of diverse financial services experience, in addition to an extensive executive management career in the information technology field. Throughout his career, he has been passionate about helping families preserve and grow their wealth. Patrick believes his broad understanding of the financial services industry creates an ideal foundation to understand and help clients achieve their financial goals.
He is an Investment Advisor Representative holding a Series 65 license, as well as life-only and accident and health licenses in California (#0F72459). This allows him to provide a wide variety of retirement and estate planning strategies.
Patrick holds a Bachelor of Arts degree and a Master of Business Administration (MBA) degree in Finance from the University of California, Irvine (UCI). Patrick, his wife Sonya and their son Patrick Jr., reside in South Orange County, CA, where they are long time members of Saddleback Church. In his spare time, Patrick can be found traveling with his family, playing golf or enjoying an energetic bike ride through the foothills.
Patrick is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC).
BRIAN C. MILES, SR. – ESQ.
Partner / Co-Founder
Law Offices of Miles & Hatcher
Brian C. Miles, Sr. - ESQ.
Partner / Co-Founder
Law Offices of Miles & Hatcher
BCMiles@MilesFinancialGroup.com
Brian C. Miles, Sr., is a partner and co-founder of MILES Financial Group. Brian is a graduate of California State University Northridge, where he obtained a Bachelor of Arts Degree in 1991. From 1992 to 1997, Mr. Miles served as a Legislative Aide to Assemblyman Curtis R. Tucker, Jr. who represented the 51st Assembly District. From 1997 to 2001, Mr. Miles served as District Director for United States Congresswoman Juanita Millender-McDonald (deceased) who represented the 37th Congressional District.
In 2000, he obtained a Juris Doctor Degree from Western State University College of Law. Mr. Miles was admitted to the California State Bar as an Attorney and Counselor at Law in 2001 and is also licensed to practice before the United States District Court for the Central District of California. Miles is currently licensed with the Department of Insurance in the states of California, Georgia and Alabama.
Miles began his legal career as a sole practitioner in 2001 focusing his practice on the areas of Bankruptcy, Probate, Family and Criminal Law. In 2002, Mr. Miles partnered with Cornell L. Hatcher to form the Law Office of Miles & Hatcher, LLP. Since their inception the firm has continued to focus the practice on the areas of Estate Planning, Family Law, Criminal Law, Bankruptcy, Probate, Personal Injury, and Civil Litigation.
From simple wills and basic trusts, to sophisticated tax-saving trusts and charitable remainder trusts, Mr. Miles and his team provide reliable assistance to clients in estate planning and estate administration. Miles represents high net worth clients, entrepreneurs, owners of closely held businesses and clients who require sophisticated legal strategies. His estate planning services range from tax minimization and wealth preservation to laying the groundwork for smooth business succession, and arranging contingency plans for medical and financial decision-making.
Helping you prepare for the MILES ahead.
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