Vice President, Private Wealth Advisor

Chad R. Miles

1700 N. Broadway
Suite 110
Walnut Creek, CA 94596
(925) 287-2383


As an 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

Chad enjoys spending time with his wife Brittany and daughter Charleigh. Outside of family, he loves to travel, snow ski, and play golf.