
Protecting
Your Future
Milena V. Grgas - About
Milena was born and raised in San Pedro, California in a four-generation household of Croatian war refugees.
As such, she was expected to carry on the legacy of her family in achieving the American Dream. Milena attended New York University and studied at Columbia University as an undergraduate student (BA, 2012). She went on to attend the Drucker School of Management and Sotheby's Institute of Art, where she earned a specialized MBA in the Business of Fine Art (MAAB, 2015, Sigma Alpha Pi Honor Society). During her time in grad school, her interest in Personal Finance was first sparked as she collaborated with her cohort as the Drucker School Student Association VP of Events, immediately identifying a need for these services.
After grad school, Milena went on to have a successful career in the Fine Art sector, working as an art business consultant in: Europe, Asia, and North America.
Ultimately Financial Services harkened to her, leading to the founding of her own practice. Milena now specializes in comprehensive wealth management services for: Middle and Lower Class Americans, Union Workers, Police Officers, Educators, Immigrants, and First-Generation US Citizens.
Honors & memberships include: Association of Croatian American Professionals (Member); San Pedro City Ballet (Secretary & Member, Board of Directors); Alpha Sigma Tau Sorority (Alumna Member); TIME Magazine Tomorrow25 2007 Winner; Miss America Local Titleholder & Miss California State Finalist (2010-2013).
Specialty 01
Annuities
Specialty 02
Tax Efficiency
Specialty 03
Corporate 401(K) Plans
Specialty 04
Personal Budgeting
Specialty 05
Debt
Relief
Specialty 06
Long-Term Care
01
Senior Partner
12
Associates
55
Clients Helped and Growing...
100%
Success


