Billie Miles is the Founder and Chief Executive Officer of Miles Financial Group, a Southern California-based financial planning firm specializing in retirement income strategies, tax-efficient planning, and wealth preservation. For more than two decades, Billie has served as a trusted guide for individuals and families who want to grow, protect, and preserve what they have spent a lifetime building. His philosophy centers on helping clients achieve a “just because” retirement, not a “just-in-case” one.

Billie specializes in holistic retirement planning, with a focus on asset protection, tax-efficient strategies, and the creation of predictable, reliable income that clients can depend on throughout retirement. His approach simplifies complexity by aligning all aspects of financial life, so clients can move forward with clarity, confidence, and a plan that supports both their lifestyle and their legacy.

He is the host of The Miles Financial Show, one of the longest-running retirement planning radio shows in California, where he has spent more than a decade educating listeners on how to reduce risk, minimize taxes, and make smarter financial decisions. Through the show and his live events, Billie has become a trusted voice in retirement planning across the region.

Billie holds a Bachelor of Science in Marketing Management and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is currently a Doctor of Business Administration candidate in Organizational Leadership, further advancing his expertise in leadership, strategy, and organizational development.

In addition to his academic background, Billie holds the CHFC®, CRPC™, and SE-AWMA® financial designations, reflecting his commitment to ongoing education and delivering sophisticated planning strategies to his clients.

Through his work at Miles Financial Group, Billie serves families both locally and nationwide, supported by multi-state licensing and a coordinated planning team.

Outside of the office, Billie values faith, family, and community. He resides in Southern California with his wife and children and enjoys coaching youth sports and spending quality time with his family.