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Mila Nues Coffey, CPA/PFS, CFP®

Mila Nues Coffey, CPA/PFS, CFP®

Shareholder

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.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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