Bio
Patrick B. Miles is the Co-Founder and Chief Investment Officer of Miles Financial Group, bringing more than 20 years of experience in financial services and executive leadership. As an Investment Adviser Representative holding a Series 65 license, Patrick specializes in building comprehensive investment and income strategies that simplify financial complexity and inspire confidence throughout retirement.

He believes great planning is about more than investment performance. It is about creating the freedom to enjoy every MILE ahead. By understanding each client's goals, values, and long-term vision, Patrick develops strategies designed to support both financial security and the lifestyle they want to achieve.

Patrick holds a Master of Business Administration from the University of California, Irvine, as well as a Bachelor of Arts degree. He is an Investment Adviser Representative and works closely with families to develop personalized investment strategies that complement their broader retirement plans.

Patrick and his family live in South Orange County and are long-time members of Saddleback Church. Outside the office, he enjoys traveling with his wife, Sonya, and their son, playing golf, and biking through the foothills.