Michael D. Milam brings a unique perspective to financial planning and wealth management. 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. Because of his unique experience, he brings significant value to his clients.
Mike has spoken nationally on tax planning techniques and the planning process. In addition, Mike has testified as an expert witness in the Los Angeles Superior Court system on income, estate and trust taxation, accounting and finance.
His years of experience with individual, trust, estate, corporate, 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 plans. As a trusted advisor, he continually works hard to find solutions that meet the goals of his clients.
Mike was a founding partner in the firm Milam, Knecht & Warner, LLP, a full service CPA and consulting firm. Mike has a bachelor’s degree in accounting and a master’s degree in taxation and accounting. He began his career at Ernst & Young. He was also a senior vice president and CFO with LCF, a diverse holding and asset management company.
When Mike is not working, he enjoys being with his wife, five children (and their spouses) and three young grandchildren. He loves traveling, hiking and fishing. He donates time to various charities and youth groups. He finds that helping others is the key to life.
Michael D. Milam, CPA, CGMA, MAcc
Michael D. Milam is a Registered Representative with, and securities are offered through LPL Financial. Member FINRA/SIPC. Check the background of this investment professional on FINRA’s BrokerCheck.
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