Meet
Billie Miles
Billie C. Miles III
Founder & Chief Executive Officer
Education & Professional Designations:
Bachelor of Science in Marketing Management; Master of Science in Personal Financial Planning (MSFP); Doctor of Business Administration Candidate (Organizational Leadership); ChFC®, MPAS™, CRPC™, SE-AWMA®
Bio
Billie Miles is the Founder and Chief Executive Officer of Miles Financial Group and its family of companies, serving individuals and families across Southern California and beyond. For more than two decades, Billie has been a trusted guide for people who want to grow, protect, and preserve what they have spent a lifetime building, helping them pursue a "just because" retirement instead of a "just in case" one.
His work centers on holistic retirement planning, including dependable income, tax-efficient strategies, and a written plan that coordinates every part of a client's financial life so they can move forward with clarity and confidence.
Billie is the host of The MILES Financial Show, one of California's longest-running retirement planning radio programs. For more than a decade, he has helped listeners reduce risk, plan for taxes, and make informed financial decisions.
He holds a Bachelor of Science in Marketing Management and a Master of Science in Personal Financial Planning (MSFP) from the College for Financial Planning and is currently a Doctor of Business Administration candidate in Organizational Leadership. He also holds the ChFC®, MPAS™, CRPC™, and SE-AWMA® professional designations.
Billie is the co-author of Protecting Your Assets with Tax-Free Long-Term Care (California Edition) and is currently writing his next book, The MILES Ahead.
Outside the office, Billie values faith, family, and community. He lives in Southern California with his wife and children and enjoys coaching youth sports.
TAKE THE NEXT STEP TOWARD FINDING
Peace of Mind
for the miles ahead
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