Mike Milligan

CFP® and founder of One Oak Financial who built a $3.9M net worth through real estate, private placements and his financial planning firm; author of The One-of Financial Plan and featured in business media discussing tax and Roth strategies.

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Nov 3, 2025 • 41min

431: Net Worth Of $3.9M - From Pizza Delivery to Wrangler Jeans & Louis Vuitton Shoes — The CFP Living Tax-Free in Puerto Rico

Mike Milligan, CFP® and founder of One Oak Financial, built a $3.9M net worth through savvy financial planning, real estate, and private placements. He shares insights on how his Puerto Rico residency helps optimize tax strategies, and why he believes Roth accounts are essential for long-term wealth. Mike discusses balancing luxury and simplicity in life, from traveling the globe to choosing quality over quantity in spending, like his $1,300 Louis Vuitton sneakers paired with $30 Wrangler jeans.

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