Vice President, Private Wealth Advisor

Chad R. Miles

1700 N. Broadway
Suite 110
Walnut Creek, CA 94596
(415) 385-4405

Hello!

As a Private Wealth Advisor with over 25 years of experience, Chad makes it easy for our clients to access advice tailored to their specific needs. Whether you’re focused on family, career, retirement, community involvement or a combination of these goals, he can help you create a clear plan of action. Chad graduated from Texas Tech University and obtained his Bachelor of Business Administration. He is an Accredited Investment Fiduciary (AIF).

How can I help you achieve your goals?

My Specialties
  • Insurance
  • Wealth Investment Management
  • Financial Planning
  • Retirement/IRA's
  • Trusts/Estates
  • Credit Solutions

Chad lives in Marin County and enjoys spending his time away from work with his daughter. In addition to spending time with family and friends, he loves to travel, snow ski, and play golf.

Our thorough approach to Estate Planning will help secure your lasting legacy.
Estate and Legacy Planning
Look forward to the future.
Individual Retirement Planning
Establish a sound succession plan with peace-of-mind for the future.
Succession Planning

Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.