MICHAEL MILAM
Financial Advisor
Milam, Knecht & Warner
In addition to providing portfolio management to high-net-worth clients, Mike Milam brings a unique perspective to the financial planning and wealth management process. His background as a certified public accountant and many years of experience with income, estate, trust and gift taxation, provides his clients with a comprehensive approach to all aspects of financial planning. With his unique experience, he has spoken nationally on tax planning techniques and the planning process. In addition, he has testified as an expert witness in the Los Angeles Superior Court system on income, estate and trust taxation, accounting and finance.
Milam’s years of experience with individual, trust, estate, corporate, and partnership tax planning and compliance provides him with the necessary tools to assist business owners and individuals through all phases of the financial planning process. He has developed many complex succession plans and sophisticated estate planning strategies.
