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About

We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

Milner Carballo, CLU®, ChFC®, CWS®, RICP® does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

He is dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Our Broker Dealer:

First Allied Securities, Inc., based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses. Their exclusive business development platform has been expertly constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth. First Allied is a member of Cetera Financial Group, RCS Capital Corporation’s (NYSE: RCAP) retail investment advice platform. As of December 31, 2014, First Allied had approximately $31 billion in assets under administration and 785 affiliated financial advisors. First Allied Securities is part of First Allied Holdings, which also includes The Legend Group, a specialized provider of investment and retirement solutions to the not-for-profit space, including 403(b) accounts.

Have you met our team?

We have a wealth of experience in the financial services industry.

Meet the Team

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