Trusted Financial is now accepting clients!
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1-949-249-2057
Trusted Financial Advisors – Gary Miller: Certified Financial Planner®
serving Orange County, California and
investors throughout the United States.
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.
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.
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Service & Fees
We offer two services: Investment Management and Financial Planning. First we define the financial planning assignment, then assemble our proposals.
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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.
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Trusted Financial Advisors’ Latest Commentary
Year-End 2025 Report to Clients
Over the 25 years of providing investment advice as an Registered Investment Advisor, I’ve often explained that in exchange for peace of mind, a balanced approach requires this tradeoff: during equity bull markets, a balanced approach will appear to underperform, simply because by design there is less than 100% equity exposure. The reward for remaining balanced is to see your portfolio retain most of its value when inevitable bear markets, often rapid and violent, appear. I’ve worked with other people’s money through the bear markets of 1987, 1996, 2000 – 2002, 2007-2009. These were epic, life changing experiences for investors. Bear markets are inevitable and they can quickly reduce the lifestyle of overly aggressive investors.
In 2025 there was a bear market of short duration, one that could have turned deeper and longer. As the graphs below illustrate, four months into the year, an executive order promulgating high tariffs on all imported goods and a threatened trade war with China frightened investors. The most widely held shares, leaders of the market, saw devastating reversals – 35% for Apple (from $260 to $170), down 22% for Microsoft (from $450 to $350) and […]
TFA Client Holiday Lunch 2025
Gary Miller sharing his thoughts on the economy and markets with clients at Trusted Financial’s annual holiday luncheon.