Josh Miles

William Wheatley is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in building wealth for clients through disciplined portfolio management, emphasizing securities of companies with steady earnings growth. His investment approach involves broad diversification across companies and industry groups. With a focus on retirement income planning for retirees and pre-retirees, wealth-building strategies for goal-oriented families and individuals, and management of company retirement plans such as 401(k), profit sharing, and defined benefit plans, Wheatley employs techniques including goals-based planning, tax-minimization strategies, portfolio risk management, and disciplined portfolio asset allocation and security selection. His client service model prioritizes communication, goal tracking, portfolio management, and personalized financial advice, supported by a team committed to attentive and reliable service. Wheatley holds a Bachelor's Degree from California State Polytechnic University and a Master's Degree from California State University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Spanish, Wheatley resides in Corona del Mar with his wife Teri. Outside of his professional commitments, he enjoys playing tennis, singing in the church choir, and spending time with his family.