Evan Miller Certified Financial Planner - F.M.B. Wealth Management
F.M.B. Wealth Management provides comprehensive Wealth Management to affluent individuals, families and small business owners. We use a highly consultative and collaborative process to address all of our clients most important financial concerns.
(805)551-8608 (805)446-4499 Fax
2659 Townsgate Road Westlake Village, CA 91361-2789 -
MAP
F.M.B. Wealth Management provides comprehensive Wealth Management to affluent individuals and families. We use a highly consultative process to coordinate our clients most important financial affairs. We manage their investment portfolios as well as oversee their key advanced planning needs including, Tax Planning, Estate Planning, Insurance Planning and Charitible Giving. We do this by coordinating with their other key advisors such as their C.P.A., Estate Planning Attorney and Insurance Agent to form an organized team of experts working collaboratively to solve all of our clients most important financial challenges
Comprehensive Wealth Managment
Affluent Individuals and Small Business Owners typically with net worths between 3 and 20 million and at least 1 million in assets under management
Information Not Available
Westlake Village and Hermosa Beach
College Degrees
Bachelor of Science, U.C.L.A.
Organizations
Conejo Valley Estate Planning Council, Membership Chair
