Wealth Planning

A Look at Continuing Care Retirement Communities

October 27, 2016


Myles D. Rush
Myles D. Rush

Director in Wealth Management, Partner

Myles joined Aspiriant in 2016 as part of our merger with Hokanson Associates.

Myles began his professional career at Blue Summit Wealth Management in San Diego, a boutique wealth management firm specializing in socially responsible investing, where his primary responsibility was creating financial plans to help clients stay on track to meet their financial and life goals.

Prior to starting his career in wealth management, Myles was a language enthusiast, who lived in Lyon, France for a year on a Rotary Ambassadorial Scholarship, and subsequently taught French at San Diego State University.

In 2014, Myles was a member of the first cohort to participate in the Charles Schwab Executive Leadership Program, which focused on five key areas of practice management – positive leadership, managing innovation, talent management, strategic marketing, and entrepreneurship.

Originally from the Bay Area, Myles completed his undergraduate degree at the University of California, Santa Barbara and holds a Master’s degree in Business Administration, with an emphasis in Financial and Tax Planning. He also holds a DEUF diploma from Université Jean Moulin Lyon III in Lyon, France and an International Business Certificate from Monterrey TEC in Monterrey, Mexico. Myles has earned his Certified Financial Planner credential.

Myles is a member of the San Diego Coastal Rotary club. He is also a member of the Board of Directors at Casa de Amistad, a community organization that provides tutoring, educational support, and character development for underserved children and teens in coastal North County San Diego.


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