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Adam V
CFP®, ChFC®, Series 65, Series 66
Honolulu, HI
Milestone Wealth Management & Insurance, LLC
Adam Vila is a CFP® and ChFC® with 15 years of experience in financial advisory services. He is the principal of Milestone Wealth Management & Insurance, LLC, operating in Honolulu, HI since 2018. Prior to founding Milestone, Vila worked at Cambridge Investment Research Advisors, Inc. and Milestone Financial Services, LLC. Milestone Wealth Management & Insurance provides investment management, financial planning, employee benefit plan consulting, and advisory insurance services to individuals, high-net-worth clients, and businesses. The firm’s investment approach focuses on passive portfolio construction using index mutual funds and ETFs, complemented by fundamental and technical analysis, with a notable emphasis on non-discretionary asset management and regular client reporting.
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