Miles H. Bresee, III

Miles H. Bresee, III

Principal Owner

Miles H. Bresee, III is an experienced financial and investment professional, and founder / owner of Old Stone House Financial Services, LLC.

He has always been a financial and consumer ‘junkie’. Miles realizes that not everyone understands the concepts of finances and investing, or how to plan. One of the things that stands out, is his ability to help them define their goals and objectives, gauge a prospect or Clients’ understanding, and find relatable analogies, stories, and everyday life examples, in an effort to explain them…so they understand and have the tools to become successful.  By taking the time to understand and relate to his Clients, a solid working relationship is established based upon trust.

As an active member of his community, he has been a part of the Holiday Basket program, Past President of the Institute of Management Accountants San Gabriel Chapter, served in various capacities for the Glendora Unified School District on several School Site Councils, the first Glendora School Bond Oversight Committee, appointed to the City of Glendora’s Investment Advisory Committee for 7 years by the City Council (one year as President), Treasurer of the Glendora Historical Society for two years, President of the Glendora Welfare Association for two years and presently a Vice President. He is active in his Church. Although he doesn’t read music, as a ‘rumbly’ low bass, he has participated in a number of community church choir performances. He has been married over 38 years, and has two adult daughters.

They share their remodeled 100 year old home with two cats. In his free time, Miles and his family enjoy cooking and eating…everything from fine dining, BBQ’ing, to local ‘dive’ food, roasting green coffee beans, grinding and brewing them, traveling, and a variety of music. Every once in a while, he may ride one of his daughter’s horses.  Most recently the basement has been organized and his woodworking equipment has been resurrected for new projects. Most importantly, he relishes being with family and friends, and serving others.

Education:

  • B. A., Economics University of California, Los Angeles
  • MBA, International Management  Golden Gate University, San Francisco

Other:

  • Veteran – U. S. Navy
  • Member Better Business Bureau A+ rating
Phone (626) 483-1342
Fax (419) 793-8584