Meet the Partners


Thomas Fields, CFP® - Founding Partner

Thomas Fields has been working in the Financial Services industry since 1982, managing assets of affluent individuals and pension plans and designing benefit programs. Tom earned his degree in Math from Occidental College in Los Angeles. In 1987, he earned the professional credential CERTIFIED FINANCIAL PLANNER (CFP®). He has been a FINRA Registered Representative since 1986 and a Supervisory Principal since 1997. Initially, he focused on small business owners advising them on their company's benefit program and personal financial planning. In 1994 he was drawn to the client-centric model that fee-based advisory services provided which lead to the founding of Fields Financial Associates, Inc (FFA). As FFA grew and refined its wealth management services, the firm's name was changed to form FMB Wealth Management.

  

Grant Blindbury, CFP® - Partner

Grant Blindbury has been working in the Investment Advisory industry since 2003 managing assets of affluent individuals and pension plans.  Grant earned his bachelor's degree in Business & Economics at the University of California at Los Angeles (UCLA) in 2001.  Grant specializes in working with clients approaching or entering retirement and positions them for a successful retirement by coordinating their most important financial affairs.  Grant's goal, as his client’s personal CFO, is to deliver both the financial outcome and experience necessary to accomplish their most important goals.  In 2007, Grant earned the professional credential CERTIFIED FINANCIAL PLANNER™ (CFP®).  He is an active member of the Financial Planning Association (FPA) and participates in multiple professional learning groups.  He is on the Board of Directors for both the Conejo Valley Estate Planning Council and Big Brothers Big Sisters of Ventura County.  From the outset he was drawn to the client-centric model that fee-based advisory services provided and joined forces with Fields Financial Associates, Inc.  He would later partner with the founders of Fields Financial Associates to form FMB Wealth Management.  He has been a FINRA Registered Representative since 2003.

For more information about Grant's area of expertise click here:

  

The attached article is from the CEG Worldwide, LLC Journal of Wealth Management Consulting, December 2008.

  

Evan Miller, CFP® - Partner

Evan Miller has been working in the Investment Advisory industry since 2003 managing assets of affluent individuals and pension plans.  Evan earned his degree in Business & Economics at the University of California at Los Angeles.  In 2008, Evan earned the professional credential CFP®, or CERTIFIED FINANCIAL PLANNER™.   Evan is a founding member of the Conejo Valley Estate Planning Council and is currently serving as the Membership Chair. Evan is also a member of the National Association of Women Business Owners. Evan specializes in helping women who have gone through or are going through divorce or loss of a spouse to coordinate their financial affairs and gain control of their financial lives using a highly consultative Wealth Management process. Evan also specializes in helping small businesses design tax efficient pension plans. From the outset Evan was drawn to the client-centric model that fee-based advisory services provided and joined forces with Fields Financial Associates, Inc.  He would later partner with the founders of Fields Financial Associates to form FMB Wealth Management.


For more information about Evan's area of expertise click here:

 

 

The attached article is from the CEG Worldwide, LLC Journal of Wealth Management Consulting, March 2009.

 

 

 

Professional Web Site Powered by Bold Business Tools