This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether charts, articles, or any other statement or statements regarding market or financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. There are no  warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any ‘linked’ website.

Milestone Financial Advisors is a Registered Investment Advisor firm and is regulated by the state of California and the Securities and Exchange Commission. For more information please view our ADV.


Milestone Financial Advisors, is concerned about your right to privacy. When you visit our website, the following data is collected:

– The type of browser used
– Geographical region the connection is originating from
– Date and time of the connection
– Pages visited during the connection
– Date and time the connection was severed

This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email links, will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. If you have questions or concerns about our policy, please contact us at 415-921-9160 between the hours of 8:30AM and 5PM, or by mail at:

Milestone Financial Advisors
650 California Street 7th FL
San Francisco, CA 94108


Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process, using models and techniques from real client situations. Additionally, individuals must demonstrate their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to standards of professional conduct and renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to these standards and complying with self-disclosure can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.



  • 650 California Street 7th FL
  • San Francisco, CA 94108
  • 650 E Tahquitz Drive Suite 2
  • Palm Springs, CA 92262
  • 415-921-9160