As a Wealth Advisor and graduate of the UCLA extension Certified Financial Planner program, Milo Park specializes in helping clients develop a better understanding of their financial future. His motto is that he wants the future you to appreciate the past you.
Milo believes his purpose is to serve others by helping them reach their life goals through managing their finances efficiently – in fact his Myers-Briggs personality test recommended he become a pastor among other service-oriented careers. Prior to joining Bender Financial Services, Milo helped clients with financial planning at First Republic Bank in San Francisco. He specialized in goal-based planning and retirement planning.
After majoring in Finance at the University of Kentucky, Milo moved west from his home state in search of opportunity and scenic landscapes. You may find Milo around town studying financial planning topics in a coffee shop, climbing jungle gyms with his 4-year-old son or skiing at Loveland with his family.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Milo Park is also a non-producing registered representative of Cetera Advisor Networks LLC, Member FINRA/SIPC. Cetera Advisor Networks LLC is under separate ownership from any other named entity.