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:
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.
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
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
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”.