Mila Nues Coffey, CPA/PFS, CFP®

Mila holds a BS degree in Business Administration with an Accounting concentration, from San Francisco State University. Mila has been with the firm since January 1986. She is a Certified Public Accountant (CPA) and holds a Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants. She is a Certified Financial Planner (CFP), has Series 7, Series 6 securities and insurance licenses, and is an Investment Adviser Representative (IAR) through her affiliation with Avantax. Mila's areas of professional concentration include: individual, fiduciary and estate taxation, estate and individual tax planning, and financial consulting.