Michael Milam, CPA, MAcc
President & CEO, Financial Advisor
Michael D. Milam, CPA, MAcc, has been with California Financial Partners and LPL Financial since 2001 and holds Series 7 and Series 66 registrations with LPL Financial. He specializes in comprehensive wealth management for high-net-worth individuals and families, integrating investment management with advanced tax, estate, and financial planning strategies.
Mike's background as a Certified Public Accountant, combined with decades of experience in income, estate, trust, gift, and business taxation, enables him to provide clients with an integrated approach to wealth management. His expertise helps clients navigate complex financial decisions, preserve wealth across generations, and develop customized strategies aligned with their long-term goals.
A nationally recognized speaker on tax and financial planning, Mike has also served as a qualified expert witness in the Los Angeles Superior Court on matters involving taxation, accounting, and finance.
Throughout his career, Mike has advised individuals, families, business owners, trusts, and estates on sophisticated tax planning, wealth transfer, and business succession strategies. His ability to combine technical tax expertise with comprehensive financial planning allows him to deliver thoughtful, practical solutions tailored to each client's unique circumstances.
Before joining California Financial Partners, Mike was a founding partner of Milam, Knecht & Warner, LLP, a full-service CPA and consulting firm. He began his career with Ernst & Young and later served as Senior Vice President and Chief Financial Officer of LCF, a diversified holding and asset management company. He holds a bachelor's degree in Accounting and a master's degree in Taxation and Accounting.
Outside the office, Mike enjoys spending time with his wife, their five children and spouses, and 15 grandchildren. He also enjoys traveling, hiking, and fishing and is active in supporting charitable organizations and youth programs. Mike believes that helping others—through his profession and his community—is one of life's greatest rewards.
