Get to know Patrick Miles, MBA


Patrick Miles, MBA

Investment Advisor Representative


Patrick has over 20 years of diverse financial services experience, in addition to an extensive executive management career in the information technology field.  Throughout his career, he has been passionate about helping families preserve and grow their wealth. Patrick believes his broad understanding of the financial services industry creates an ideal foundation to understand and help clients achieve their financial goals.

He is an Investment Advisor Representative holding a Series 65 license, as well as life-only and accident and health licenses in California (#0F72459).  This allows him to provide a wide variety of retirement and estate planning strategies.

Patrick holds a Bachelor of Arts degree and a Master of Business Administration (MBA) degree in Finance from the University of California, Irvine (UCI).  Patrick, his wife Sonya and their son Patrick Jr., reside in South Orange County, CA, where they are long time members of Saddleback Church. In his spare time, Patrick can be found traveling with his family, playing golf or enjoying an energetic bike ride through the foothills.

Patrick is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC).


Safeguard Investment Advisory Group – Orange County
26632 Towne Centre Dr.
Suite 300
Foothill Ranch, CA 92610
(949) 612-9212