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Evan Miller, CFP®, CDFA®

Evan Miller, CFP®, CDFA®

Director of Financial Services 

805-497-3946 x15

 evan@brunofinancial.net

Evan Miller is a CERTIFIED FINANCIAL PLANNING® professional with over 21 years of experience assisting individuals, families, and businesses in strategies to manage, preserve, and transfer wealth.

He specializes in investment strategy, retirement planning, estate coordination, and risk management. Evan joined Bruno Financial in 2023, although he has known the Bruno family over 30 years beginning when Jim coached him in Westlake baseball.

Evan began his career as a Retirement Plan Consultant, advising more than 70 businesses on tax-efficient retirement strategies, and later served as a Partner at FMB Wealth Management, where he helped oversee a team responsible for approximately $90 million in client assets.

Evan holds a B.A. from UCLA and additional credentials, including that of Certified Divorce Financial Analyst.

He lives in Westlake Village with his wife, Melissa, and their two sons. He enjoys spending time with his family and coaching his sons' youth sports teams. As both a planner and a parent, he understands the importance of securing a future that reflects what matters most.