Patrick B. Miles, Sr. - MBA
Partner / Co-Founder
Patrick B. Miles, Sr., is a partner and co-founder of MILES Financial Group. Patrick has extensive experience in the insurance and annuity industry with a specific emphasis on helping clients make wise financial decisions. He has over 25 years of experience in executive management and leadership in the areas of Financial Services and Information Technology. As a financial solutions specialist, he is licensed with the Department of Insurance in California and several other states. Patrick's passion is helping clients prepare for and navigate through the challenges in retirement. He believes that the only way to properly advise clients in retirement is by creating comprehensive retirement plans that provide contractually guaranteed income, wealth management, estate planning, social security planning and tax strategies.
Mr. Miles understands that too many people have their retirement savings exposed to the volatility of the market, as if they had all their chips on the retirement table while gambling their future. Patrick’s focus is on showing clients how they can move some of those chips off the table, such as an IRA or 401K, obtain guaranteed asset protection and achieve a great rate of return. Consequently, he only recommends Safe Money investment strategies where the principle investment is protected and the gains are always locked in. The average rate of return over the past 10 years using this strategy has been 8-10%.
Patrick previously served as Vice President and Chief Operating Officer for NetServe Systems, Chief Financial Officer for a prestigious Orange County non-profit organization for more than fifteen years and Director of Information Technology and Chief Information Officer for the Orange County Sanitation District for nine years. He also spent several years in the aerospace industry where he held several high level leadership and management positions in the areas of financial management and information technology.
Mr. Miles is an accomplished leader with expertise in the areas of financial management, financial services, and information technology. He holds a bachelor of arts degree from National University in San Diego and a Master of Business Administration (MBA) degree in Financial Management from the University of California, Irvine (UCI). Patrick and his family reside in South Orange County, California, where they are long time members of Saddleback Church. In his spare time, Patrick can be found supporting his son’s sports endeavors, playing golf or enjoying an energetic bike ride through the foothills.