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Richard Mireles joined Independent Financial Group as a Compliance Analyst in 2010. Later he was promoted to Supervisory Principal in the Branch Supervision Department. Prior to IFG, Mr. Mireles’s experience in Financial Services included the position of Client Planning Manager at Millennium Wealth Management under the umbrella of WFP Securities, a local San Diego Broker-Dealer in addition to sales as a Registered Representative/Investment Advisor Representative.

Richard has Bachelor’s degree in Finance from Cal State Long Beach and completed the Personal Financial Planner Program at UCLA. He holds Series 7, 66, & 24, California Life & Health, California Real Estate licenses and is certified by the California Tax Education Council for tax preparation (CRTP).