Mila N Coffey, CFS®, CAS®, CIS™, CES™, CFP®, CSA, CPA, PFS™

Mila Nues Coffey, CPA/PFS, CFP® CEO of PH Tax & Wealth Solutions CPAs, Inc.

Mila holds a Masters of Science in Advanced Financial Planning with a concentration in Financial Life Planning, from Golden Gate University and a Bachelor of Science degree in Business Administration with an Accounting concentration, from San Francisco State University. She is also an alumni of Contra Costa College.  Mila has been with PH Tax & Wealth Solutions CPAs, Inc. and its predecessor 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 is an Investment Adviser Representative (IAR) through her affiliation with Avantax Wealth Management Investment and Advisory Services. In addition, she hold an California insurance license.  Mila's areas of professional concentration include: individual taxes, fiduciary and estate taxation, individual and estate tax planning, and financial consulting. 

Mila's volunteer experience includes the Contra Costa College Foundation since 1999 as their auditor and later as a volunteer and board member. She is currently a member of the Board, and was past President ending 6/2017. She has been a Park Ambassador for the East Bay Regional Park District since the inception of the program in 2005.  As a Park Ambassador she goes to various events representing the Park District and providing information about local regional parks.