1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Investment Adviser, Miracle Mile Advisors
Phone: 310.246.1243 E-mail: info@miraclemileadvisors.com Website: www.miraclemileadvisors.com/ Facebook: www.facebook.com/MirMileAdvisors LinkedIn: www.linkedin.com/company/miracle-mile-advisors
Josh Sailar has over six years of experience in the financial planning industry, specializing in constructing and managing customized advanced plans for business owners, executives and high net worth individuals. A few of his expertise areas include liquidity planning, equity incentive plans and tax management strategy.
Prior to joining Miracle Mile Advisors, Josh was with TriStar Financial Services, a boutique RIA in Los Angeles where he worked with clients to structure financial plans and give investment recommendations.
Josh received his bachelor's degree in management from Binghamton University. He holds the professional designation of Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), the FINRA Series 7, 63, 65 licenses, as well as life insurance license (CA #0K44005) and tax preparer license.
Safeguard your wealth and your family's legacy by taking these steps to protect your revenue stream before and during retirement.
See More From: Building Wealth
Rules are meant to keep things rolling smoothly, but if you don't understand them or decide to try to steer around them, you could be headed for big trouble. And the wealthier you are, the higher the stakes.