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MILES B. AMODEO, CFP®, EA

Sr. Associate Advisor

Miles Amodeo began his career at Hayashi Wayland in 2016. He has lived in Northern California his whole life, from San Jose to Gilroy to San Martin to Santa Cruz, and finally settling in Monterey. He loves the enterprising and innovative spirit of NorCal and tries to integrate that spirit into his practice at HW.

Miles Specializes in:

  • Personal Finance

  • Tax Planning

  • Estate Planning

Miles is Known for:

Being a frequent guest speaker at California State University, Monterey Bay “Careers in Finance” Diamond‐Key Speaker Series, Accounting society, and Income Tax class.

Miles Works with:

Small business owners, families, and individuals.

Miles' Best capabilities are:

Comprehensive financial planning, explaining complex financial concepts, and building strong relationships with client.

What he likes most about his job:

He genuinely enjoys interacting with, and educating clients on financial concepts, and being a trusted family advisor.

Community minded:
Miles is the Treasurer and CFO of Abilities Community Alliance; a local non‐profit that teaches life skills to young adults with developmental disabilities. 

Professional Affiliations and Credentials:

  • Certified Financial Planner

  • Enrolled Agent, Admitted to Practice Before the Internal Revenue Service

  • Financial Professional Member of the California Society of Certified Public Accountants (CalCPA)

  • Series 65 License to serve as an investment advisor

 

Education:

  • Bachelor of Science in Business Administration (B.S.B.A.), Accounting from California State University, Monterey Bay

  • Executive Certificate in Financial Planning from Santa Clara University

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What you may not know about Miles:

In another life, Miles would be a master‐chef and restaurateur. Presently, it is enough for him to be an enthusiastic amateur cook, and baker. He finds that some of the most creative dishes come from imposing restrictions, such as “no meat”, or fusions like “Italian tacos”.

© Copyright 2021 Hayashi Wayland Investment Services, LLC. All Rights Reserved | Disclosures

 

Hayashi Wayland Investment Services. (“HWIS”) is a California registered investment adviser firm. Such registration does not imply a certain level of skill or training.  For a copy of HWIS’s current Form ADV that includes a description of our services provided, fees charged, and other important information, please click hereHWIS may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where HWIS is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.  For additional important disclosures, please click here.

CARMEL OFFICE
26515 Carmel Rancho Boulevard, Suite 100
Carmel, CA 93923

info@hw-invest.com

(831) 759-6300