300 Spectrum Center Drive, Suite #400
Irvine, CA 92618
Toll free:(866) 224-0013
Tel: (949) 754-4064
Fax: (310) 347-4191
Mr. Millares joined Acclivity West in 2010 and has almost 40 years of experience in the financial services industry. Mr. Millares holds a BS in Business Marketing from Fresno State. He provides independent management and marketing consulting to Acclivity West in the areas of sales marketing, recruiting and training support for all Acclivity West agents and investor relations.
He began as a College Life Agent for Northwestern Mutual in 1979 and acquired his Series 7 license in 1984. He then became a partner in a financial advisory firm during the pioneering days of financial planning and helped raise over $50 Million of private equity during the 1980s. He joined Griffin Financial of Home Savings in 1992 and managed the customers’ investments in five branches. In 1998 he joined Sagemark Consulting providing fee-based financial and estate planning for high net worth clients and later formed his own independent firm specializing in wealth management, business valuation, workers comp, and tax recovery.
He sold his practice in 2004 to become a founding shareholder in a cancer therapy start-up and became its Executive VP to manage the company’s capital raising team. He also became the CEO of an affiliate company to structure joint ventures, manage investment banking, financing, and private equity relationships. He developed partnerships with CB Richard Ellis, Fluor Corporation and developed relationships with Goldman Sachs, Citigroup Global, and Morgan Stanley.