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Milos Vrzic, CFA, MBA

Milos Vrzic, CFA, MBA

Financial Advisor

Growing up in Belgrade, Serbia, Milos came to the United States to attend California State University, Long Beach on a full-ride scholarship serving as Co-Captain of his NCAA Division I water polo team. While excelling in athletics, he worked just as hard in the classroom as he did on the pool deck – graduating with his Bachelors of Arts in Business Administration and being selected annually for the Mountain Pacific All-Academic Athletic Awards. A lifelong learner, Milos continues to pursue higher education, receiving his Masters of Business Administration with an emphasis in Finance from National University in 2018 and obtaining a Chartered Financial Analyst (CFA) designation in 2023.

From a young age, Milos has been intrigued by the world of business and finance. Coming from a region where this industry is still in its infancy, he was motivated to develop an understanding of financial planning and investments in one of the foremost financial hubs in the world, the United States. In pursuit of his American dream, Milos soon found that these skills could also help others attain their goals – from fixing negatively impactful past decisions to positioning for a better future. This realization influenced him to step into wealth management where he hopes to provide insight and assistance to build the next generation of investors.

After more than six years at an independent asset management firm serving as a research analyst and portfolio manager, Milos joined Diversified Investment Services in 2022 where he serves as a Wealth Management Advisor. His experience allows him to offer unique insight into the development and delivery of investment strategies, which aim to address each client’s specific goals and needs.

Milos resides in Anaheim Hills with his wife, daughter, and dog, Fitz. When he’s not working, Milos enjoys traveling internationally, playing and watching a variety of sports, and discovering new recipes.