Ben Miller
Insurance Planning Advisor / Financial Advisor
M Advisory Group in Los Angeles, CA
As an agent of M Advisory Group, Ben and his team work collaboratively with the advisory teams of high and ultra-high net worth families and business owners in Southern California.
The goal is to deliver a world-class experience for client and families while providing proprietary insurance, long term care, disability, and annuity solutions tailored to each specific client's planning needs. Typical engagements range from a client's personal estate to structuring buy/sell agreements.
Experience
3 years
Specialties
Estate planning
Long term care
Buy/sell funding
Life insurance
Life settlement
Annuities
Licenses / Certifications
Series 7 | Series 65 | Series 63 | CA Life & Health Insurance
Education
SFAI
Design
Technology
What inspired you to get into this line of work?
I am passionate about demystifying the financial matrix for people from all walks of lives. My mother was a middle class single parent with limited access to financial education but did well and ensured we always had enough. Meanwhile, my father was a high earning doctor who consistently battled with finances. Both struggled with debt and financial planning. My goal is to change not only my own family's story but also those of my clients.
What's one piece of insight you wish all families knew?
Diversification is not just about stock picking and buying into the latest trend. It also isn't just about an allocation between stocks and bonds. While there is no 'right' plan for every person across the board, finding the right diversified mix of assets from a tax, risk, and liquidity standpoint is incredibly personal.
What excites you most about working with Addio families?
Addio's vision of helping families look ahead and plan for farewells is powerful. In a family's most challenging moments you want to have the peace of mind to know you can safely mourn or celebrate the life of your loved one without feeling the pressure, uncertainty, and pain of making big financial, medical, spiritual, or other decisions.
Schedule a free consultation
Connect with Ben Miller and get answers to all your planning questions.