Albitz/Miloe and Associates, Inc.

Vance Albitz is a CFP® professional with 10 years of industry experience, currently serving as Vice President and advisory representative at Albitz/Miloe and Associates, Inc. He has held roles at Cetera Investment Advisers LLC and Cetera Wealth Services, LLC since 2016. Outside of his advisory work, Albitz is the founder and president of Sports 4 Mankind, a nonprofit organization based in Torrance, CA. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm employs a mix of mutual funds, ETFs, equities, fixed income, and variable annuity sub-accounts, combining fundamental and technical analysis with periodic rebalancing and reporting to deliver both discretionary and non-discretionary investment services.

Paul Miloe is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has worked with various Cetera entities since 1997 and also co-leads Albitz/Miloe & Associates Inc., an advisory business he has been involved with since 2007. Outside of his advisory work, Miloe serves as a board member of the YMCA and acts as scholarship chair for the San Pedro Elks Lodge #966. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Clete Albitz is a financial advisor with Cetera, holding the CFP® and CFA® designations and over 19 years of industry experience. He has been associated with various Cetera entities since 2005 and is also co-senior vice president of Albitz/Miloe & Associates Inc., an advisory business he has been involved with since 2006. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary solutions through a network of independent advisors. The firm combines advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions with unique retirement and fiduciary services integrated into its broader institutional platform.

Philip Albitz is a CFP® with 43 years of experience in financial advising. He is president of Albitz/Miloe and Associates, Inc., where he has worked since 1988. Prior to and concurrent with this role, he has been associated with various Cetera entities since 1989. Outside of his advisory work, he serves on the board of Sports 4 Mankind, a charitable organization that distributes sports equipment globally. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary managed accounts, non-discretionary variable-annuity allocation services, and ongoing advisory reviews, combining mutual funds, ETFs, individual equities, fixed income, and variable annuity sub-accounts in its investment approach.

Sylvia Salguero is a financial advisor with Albitz/Miloe and Associates, Inc. in Torrance, CA, holding a Series 66 designation and bringing 21 years of industry experience. She has worked with Cetera and its affiliated entities since 2001 and has been with Albitz/Miloe and Associates since 2001. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary and non-discretionary investment services combining mutual funds, ETFs, equities, fixed income, and variable annuity sub-accounts, using fundamental and technical analysis along with periodic rebalancing and regular monitoring.

Christopher Strong is a financial advisor with Albitz/Miloe and Associates, Inc., holding a Series 66 designation and bringing 27 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and has been involved with Brigane Cameron Waiters & Strong since 1995. Outside of his advisory role, Strong is a CPA at Gelman, LLP, a tax and accounting firm. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary and non-discretionary investment services using mutual funds, ETFs, equities, fixed income, and variable annuities, employing fundamental and technical analysis alongside periodic rebalancing and block trading.