Chad Miles

Q: What is Chad Miles email address?

Email Chad Miles at chadrmiles@gmail.com. This email is the most updated Chad Miles email found in 2026.

Q: How to contact Chad Miles?

To contact Chad Miles send an email to chadrmiles@gmail.com. If you want to call Chad Miles try calling on +14153854405 and +13038175658.

First Bank Wealth Management | Private Wealth Advisor with Oasic Institutions at First Bank | San Francisco Bay Area

About Chad Miles

Chad Miles serves as a Family Wealth Advisor at First Bank Wealth Management, where he plays a pivotal role in guiding high net worth clients toward achieving their financial aspirations. Based out of the Walnut Creek office, Chad specializes in providing comprehensive investment management and trust services, retirement and wealth planning tailored specifically for clients with over $1 million in liquid investable assets. His expertise encompasses a broad spectrum of financial strategies, including retirement planning, estate planning, and investment advisory services, ensuring that each client receives a personalized roadmap aligned with their unique goals.

In his current role, Chad is not only dedicated to managing existing wealth relationships but also actively focuses on acquiring new clients, leveraging his extensive knowledge in financial planning and investment strategies. His approach emphasizes building long-term relationships through attentive listening and a deep understanding of client priorities. By integrating insurance strategies, long-term care planning, and college savings plans into his wealth management services, Chad ensures that his clients are well-prepared for both expected and unexpected life events.

Chad's commitment to excellence in financial advisory is evident in his ability to navigate complex financial landscapes, providing clients with peace of mind as they plan for their futures. His proficiency in IRA distribution planning and other wealth management strategies positions him as a trusted resource for clients seeking to optimize their financial legacies. At First Bank, Chad Miles exemplifies the dedication to client success that defines the firm’s mission, making him a valuable partner in the journey toward financial independence and security.

Chad Miles Work