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Trusted Financial Advisors – Gary Miller: Certified Financial Planner®
serving Orange County, California and
investors throughout the United States.

Trusted Financial Advisors serves clients whose investment and retirement accounts total $2 million and greater and who are looking to delegate investment decision making so they may attend to their busy schedules. Our current clients include physicians, software developers, business owners and retirees from all walks of life.

We are authorities in the following services:

  • IRA Rollover
  • Financial Planning
  • Retirement Planning
  • Investment Advice
  • Wealth management
  • Portfolio management
  • Insurance needs analysis
  • Annuity review
  • Income tax analysis
  • Estate Plan analysis
  • Business planning

Why We Are Unique:

Few financial advisors match the depth and variety of our years of investment experience. We have advised people during market crashes, high inflation, soaring stock markets, wars, political uncertainty – you name it – over a 30 year span. We have direct experience in stocks, bonds, options, real estate, estate planning, financial analysis, corporate cash management and risk management.

Why We Are Proud:

We are proud of the strong relationship of trust we have developed with our current clients and urge sincerely interested prospective clients to speak with those we currently serve. Please contact us for references.

Why We Enjoy Our Work:

We enjoy being trusted by our clients. Our name is also our calling.

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Investment Principles

We have learned through many years of investment experience that it is vital to have clearly articulated investment principles and to follow them.

Service & Fees

We offer two services: Investment Management and Financial Planning. First we define the financial planning assignment, then assemble our proposals.

Current Commentary

We relate the latest business news and how it is affecting our clients. We offer many helpful tips, advice for all investors including our valuable 2 cents.

Trusted Financial Advisors’ Latest Commentary

Chilling article by economist Edward Yardeni

This commentary by Edward Yardeni, a talented economist is chilling. I’ve followed Yardeni for over 30 years and my clients have benefited thereby. He, like me, is uncomfortable with the likelihood of an inappropriate Federal funds cut later this month. Totally unnecessary and will hurt the dollar and may ignite a bubble in credit, stocks and other assets. READ THE ARTICLE

Fed’s Powell is getting ‘Trumped’ by trade, market bull Ed Yardeni says, by Stephanie Landsman, CNBC

Longtime market bull Edward Yardeni suggests President Donald Trump is manipulating the Federal Reserve into cutting interest rates.

In a recent research note, he wrote that Fed Chairman Jerome Powell is essentially getting “Trumped.” Yardeni contends the president is creating a contentious situation for the Fed by creating uneasiness around U.S. trade policy.

According to the Yardeni Research president, it became very apparent in Powell’s testimony to congressional leaders this week. READ THE ARTICLE

By | July 12th, 2019|